Texas State Library and Archives Commission

Texas Governor Rick Perry:

An Inventory of Governor Rick Perry Budget, Policy and Planning Office records at the Texas State Archives, 1995-2015, bulk 2010-2014



Overview

Creator: Texas. Governor (2000-2015 : Perry)
Title: Governor Rick Perry Budget, Policy and Planning Office records
Dates: 1995-2015
Dates: bulk 2010-2014
Abstract: The Budget, Policy and Planning Office staff advised Governor Rick Perry regarding state policy and fiscal matters as he carried out his duties as governor. Records are budgets, correspondence, legislative records, charts, logs, forms, sound recordings, minutes, briefing materials, agenda, applications, memoranda, notes, digital images, plans, spreadsheets, presentation materials, reports and talking points, 1995-2015, bulk 2010-2014.
Quantity: 5 cubic ft. and 20.2 GB (22,305 files)
Language: These materials are written in English.
Repository: Texas State Archives
Sponsor: This EAD finding aid was created in cooperation with Texas Archival Resources Online.

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 state 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The office of governor was first established by the Constitution of 1845 and superseded the office of president of the Republic of Texas.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 2002 there were 198 full time equivalent employees in the Office of the Governor. Nineteen divisions outside of the Executive Office assist the governor in carrying out his functions: Scheduling; Office of the First Lady; Administration; Appointments; Legislative; Communications; Budget, Planning and Policy; General Counsel; Internal Audit; Constituent Communication; Criminal Justice; Economic Development and Tourist Development; Governor's Commission for Women; Office of Financial Accountability; Governor's Committee on People with Disabilities; Texas Film Commission; Texas Music Office; Texas Workforce Investment Council; and Office of State-Federal Relations.

The Budget, Planning and Policy Office advises the governor regarding state policy and fiscal matters in support of his statutory role as Texas' chief budget officer. The division also prepares the Governor's biennial budget recommendations to the state 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 an advisor who is available to provide assistance on budgetary and policy matters. The office included the following staff members when Governor Rick Perry left the Texas Governor's Office in January 2015: Kate McGrath (director), Andria Franco (deputy director, Texas Department of State Health Services and Cancer Prevention Research Institute of Texas), Joaquin Guadarrama (deputy director, budget, pensions, benefits, financial agencies and state courts), Ana Vargas (office manager), Jeffrey Brooks (veterans, military and regulations), Whitney Broughton (public education), Darlene Brugnoli (tax, fiscal policy and economic development), Will Buchanan (transportation), Becky Dean (regulatory medical, pro-life, Texas Department of Aging and Disability Services, Texas Department of Assistive and Rehabilitative Services and Texas Department of Family and Protective Services), Nate Hickman (oil, gas and energy), Heather Hill (Department of Public Safety), Kyle Kamrath (Texas Health and Human Services Commission), Viveca Martinez (emergency management, Texas Juvenile Justice Department and border governors), Marisha Negovetich (higher education), Ed Robertson (general government and Texas Alcoholic Beverage Commission), David Shoemaker (revenue, taxes and higher education), Jared Staples (Texas Department of Criminal Justice, law enforcement, jail, fire, safety, insurance and judiciary) Ryan Vise (natural resources and water), Bobby Wilkinson (Texas Workforce Commission and housing), David Young (higher education) and Norma Magirl and Cindy Coy (administrative assistants).

(Sources include: Guide to Texas State Agencies, 11th edition (2001); Office of the Governor, accessed on June 3, 2015; the contents of the records; and the Texas Governor's Office website during Governor Perry's term, accessed via the Internet Archive Wayback Machine on June 3, 2015.)


Rick Perry Biographical Sketch

Rick Perry served as governor of Texas from December 20, 2000 to January 20, 2015.

James Richard "Rick" Perry was the 47th governor of Texas. He was born on March 4, 1950 in Haskell, Texas to Joseph Ray Perry and Amelia June (Holt) Perry. In 1972, he received a bachelor's degree from Texas A&M University in animal science. Perry then served as a pilot with the United States Air Force from 1972 to 1977 and was discharged in 1977 with the rank of captain. Perry was elected to the Texas House of Representatives (District 64) as a Democrat in 1984 and served until 1990. He was named one of the 10 most effective lawmakers by the Dallas Morning News in 1989. In the same year, Perry changed his party allegiance, becoming a Republican. Perry left the House of Representatives to serve two terms as Commissioner of Agriculture, from 1990 to 1998. He was a member of the U.S. Trade Representative's Intergovernmental Policy Advisory Committee on International Trade; the Executive Committee, Southern U.S. Trade Association; and president of the Southern Association of Trade Departments of Agriculture (from 1992 to 1993). He was elected lieutenant governor in 1998, taking office in January of 1999. Perry became governor to complete the term of Governor George W. Bush who left the office in December 2000 to become president of the United States. Perry was elected governor of Texas first on November 5, 2002, and then reelected on November 7, 2006, and November 2, 2010.

As governor, he focused primarily on issues of economy, education and security, especially along the Texas-Mexico border. Throughout his governorship, Perry espoused fiscal conservatism, opposing a state income tax and focusing on job growth and business incentives. In the field of healthcare, Perry signed several bills governing abortion procedures and funding. In 2007, Perry issued an executive order mandating that all Texas girls receive the HPV (Human Papillomavirus) vaccine. The order was overturned by the state legislature the following August. As the longest serving Texas governor, Perry capitalized on the main power assigned to him by the Texas Constitution, appointing the majority of sitting members of every state board or commission.

On August 13, 2011, Perry announced he would be running for president in 2012. However, after a controversial campaign and a low showing in the Iowa caucuses, Perry dropped out of the presidential race on January 19, 2012. Perry later ran for president again, announcing his candidacy for the Republican nomination in the 2016 U.S. presidential election on June 4, 2015. He officially suspended his campaign on September 11, 2015.

On August 15, 2014, Perry was indicted by a grand jury on felony charges for abuse of power. The indictment specifically included two charges: abuse of official capacity (a first-degree felony) and coercion of a public servant (a third-degree felony). Perry was accused of coercing Travis County District Attorney Rosemary Lehmberg (who had been convicted of drunk driving) to resign by threatening to veto funding for the Public Integrity Unit, a group of state public corruption prosecutors. Perry was officially cleared of all charges in February 2016.

Perry married Anita Thigpen in 1982. They have two children, Griffin and Sydney.

(Sources include: Texas State Directory, 2014; the Texas Governor's Office website during Governor Perry's term at http://www.governor.state.tx.us, accessed on December 22, 2014; the Texas Governor's Office website during Governor Perry's term at https://wayback.archive-it.org/414/*/http:/www.governor.state.tx.us/homeland, dated November 17, 2014; Jeff Zeleny and Michael D. Shear, "Perry to End Bid for Presidency," New York Times, January 19, 2012, accessed on January 19, 2012; Theodore Schleifer, "Rick Perry drops out of 2016 presidential race - CNNPolitics.com," CNN, September 11, 2015, accessed on September 13, 2015; Benjy Sarlin, "Rick Perry indicted for abuse of power by grand jury," MSNBC, August 12, 2014, accessed on August 17, 2014; and Eugene Scott, "Court dismisses one criminal charge against Perry," CNN, July 24, 2015, accessed on July 26, 2015; and Carrie Dann, "Texas Court Dismisses Second Felony Charge Against Rick Perry", February 24, 2016, accessed on April 8, 2016.)


Scope and Contents of the Records

The Budget, Planning and Policy Office advises the governor regarding state policy and fiscal matters in support of his statutory role as Texas' chief budget officer. Records are budgets, correspondence, legislative records, charts, logs, forms, sound recordings, minutes, briefing materials, agenda, applications, memoranda, notes, digital images, plans, spreadsheets, presentation materials, reports and talking points, 1995-2015, bulk 2010-2014. The first series, Office files is composed of the office files of the Office of Budget, Planning and Policy (BPP), dated 1995-2010, bulk 2004-2010. Records include administrative riders for the development of the Texas state budget in 2006; information on the Texas Budget Contract; fiscal surveys of state agencies; meeting agenda items; memoranda of understanding; correspondence; summaries and recommendations from the Boards of Review for several state agencies; communication with the Legislative Budget Board; playbooks including talking points and briefings on various topics; report and studies; witness forms to the joint staff meeting of the Legislative Budget Board and the Governor's Office; building proposal forms; and registration logs from the hearings held by the Task Force on Appraisal Reform. BPP staff files also comprise a large portion of this series.

The majority of the Texas Health Care Policy Council files pertain to the group's meetings, containing meeting recordings, transcripts, supporting documentation, and briefing materials, dated 2004-2011. Also present are plans regarding the scope and impact of proposed projects, reports on topics such as stakeholder partnership opportunities and consumer impact, publications on health information technology, briefing documents and a small amount of health-related correspondence.

Oil, gas, air, and waste files are environment-related records of the Budget, Policy and Planning Office, dated 2008-2014. Records are briefing papers on ethanol and other topics, applications for environmental waivers, agricultural research, federal regulations assessments, government shutdown plans for state agencies with probable environmental impact, requests for signatures, talking points and records pertaining to the budgets of the Texas Commission on Environmental Quality and the Railroad Commission.

ARRA (American Recovery and Reinvestment Act) files are records related to the implementation and funding of the ARRA in Texas, dated 2006-2014. Files include fiscal year plans, records of universities attempting to receive certification for ARRA funds and correspondence with universities already receiving ARRA funds, summaries of fund allocations to various state agencies, correspondence with the State Conservation Office and analysis of historical trends in the system of ARRA benefits. Also present is correspondence from Kay Hart including information on jobs created, terms of the ARRA, points of contact, certifications and reports on the various applications of ARRA.

Litigation files (dated 2006-2014) contain communication with the Texas Department of Family and Protective Services, especially briefing materials and reports, media updates and proposed changes to the implementation of various programs, especially those related to state foster care and state supported living facilities. There is also a draft briefing intended for the Governor's Office staff on the U.S. Department of Justice investigation of the Lubbock State School and records pertaining to other Department of Justice investigations.

Legislative files are composed of four groups: riders to the Texas 79th legislative session, files related to disaster recovery, legislative appropriations requests and proposed legislation, dated 2003-2015. Ambulatory service centers, the establishment of a health professions commission, skilled workforce initiative, hurricane disaster recovery efforts and measures to prevent voter fraud are prominent record topics. Legislative riders to the 79th legislative session and proposed legislation files are both maintained in spreadsheet form. This series also contains pension reports, Texas Office of Public Utility Counsel consolidation reports, charts of funding requests from state agencies, correspondence pertaining to legislative appropriations requests and correspondence and briefing material on proposed legislation.

Formats of the original electronic files include word processing or plain text files (.doc, .pdf and .txt), databases (.mdb), spreadsheets (.xls and .xlsm), digital images (.jpg, .gif. and .tif), emails, slide presentations (.ppt), web pages (.htm and .mht), XML files (.xml), business cards (.vcf) and audio files (.mp3 and .wav). Digital files presented for public use will generally be PDF for text documents and .jpg for images. Files in their original format are available on request; restrictions may apply.

Electronic records described in the finding aid that are part of the Texas Digital Archive are indicated as such in the inventory. Restrictions on access to the content of records are applicable to physical and electronic records.

To prepare this inventory, the described materials were cursorily reviewed to delineate series, to confirm the accuracy of contents lists, to provide an estimate of dates covered and to determine record types.


 

Organization of the Records

These records are organized into six series by the creating agency:
Office files, 1995-2010, bulk 2004-2010, 0.67 cubic ft. and 18.9 GB (20,949 files)
Texas Health Care Policy Council files, 2004-2011, 1.42 cubic ft. and 927 MB (272 files)
Oil, gas, air, and waste files, 2008-2014, 4.08 MB (49 files)
ARRA (American Recovery and Reinvestment Act) files, 2006-2014, 0.33 cubic ft. and 7.35 MB (26 files)
Litigation files, 2006-2014, 1.25 cubic ft. and 119 MB (376 files)
Legislative files, 2003-2015, 0.33 cubic ft. and 335 MB (633 files)

Restrictions

Restrictions on Access

Physical materials do not circulate, but may be used in the State Archives search room. Physical 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, agency memoranda and working papers (Texas Government Code, Section 552.111), 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 (Texas 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 (director.librarian@tsl.texas.gov), or see our web page (https://www.tsl.texas.gov/agency/customer/pia.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information. 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.

Types of restricted information as listed above apply to physical and electronic records. Some electronic records will not be available through our portal due to such restrictions. Please see Archives staff for further information.

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

Electronic records described in this finding aid are part of the Texas Digital Archive, available online at https://tsl.access.preservica.com/tda/tx-gov-perry/.

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


Index Terms

The terms listed here were used to catalog the records. The terms can be used to find similar or related records.
Corporate Name:
Texas Healthcare Policy Council.
Subjects (Persons):
Perry, Rick, 1950-
Subjects:
Governors--Texas.
Environmental policy--Texas.
Government information--Texas.
Economy--Texas.
Hurricanes--Texas.
Education--Texas.
Child welfare--Texas.
Legislation--Texas.
Budget--Texas.
Administrative agencies--Texas--Finance.
Government spending policy--Texas.
Places:
Texas--Politics and government--1951-
Texas--Appropriations and expenditures.
Document Types:
Correspondence--Texas--Governors--1995-2015.
Legislative records--Texas--Governors--2003-2015.
Charts (graphic documents)--Texas--Governors--2003-2015.
Logs (records)--Texas--Governors--2006.
Forms (documents)--Texas--Governors--2012.
Sound recordings--Texas--Governors--2006, 2009-2010.
Applications--Texas--Governors--2006-2014.
Memoranda--Texas--Governors--1995-2015.
Notes--Texas--Governors--2000-2015.
Digital images--Texas--Governors--2000-2015.
Plans--Texas--Governors--2000-2015.
Spreadsheets--Texas--Governors--2003-2015.
Presentation (communicative events)--Texas--Governors--2000-2015.
Reports--Texas--Governors--2000-2015.
Talking points--Texas--Governors--2000-2014.
Budgets--Texas--Governors--2000-2015.
Minutes (administrative records)--Texas--Governors--2006-2010.
Agenda (administrative records)--Texas--Governors--2006-2010.
Briefing materials--Governors--2000-2015.
Functions:
Advises the Governor regarding state policy and fiscal matters. Budgeting. Planning.

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
Texas Governor George W. Bush Budget and Planning Office records, 1967-2000, undated, bulk 1990-2000, 31.5 cubic ft., 54 audiocassette tapes, Restricted [These records are located at the George W. Bush Presidential Library in Dallas, Texas.]
Texas Governor George W. Bush Policy Office records, 1970, 1982-2000, bulk 1995-2000, 63.25 cubic ft., Restricted [These records are located at the George W. Bush Presidential Library in Dallas, Texas.]
Texas Governor Rick Perry Executive Office records, 1979-2015, undated, bulk 2000-2014, 35 cubic ft. and 4.83 GB (6382 files), Restricted

Administrative Information

Preferred Citation

(Identify the item and cite the series), Texas Governor Rick Perry Budget, Policy and Planning Office records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2015/067, 2015/117

Paper records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Office of the Governor on December 19, 2014 through March 2015. Electronic records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Office of the Governor on January 29, 2015.

Processing Information

Processed by Jessica Tucker, January 2016


Other Finding Aids

Electronic records described in this finding aid are part of the Texas Digital Archive, available online at https://tsl.access.preservica.com/tda/tx-gov-perry/.


Detailed Description of the Records

 

Office files, 1995-2010, bulk 2004-2010,
0.67 cubic ft. and 18.9 GB (20,949 files)

The Budget, Planning and Policy Office advises the Governor regarding state policy and fiscal matters in support of his statutory role as Texas' Chief budget officer. Records are the office files of the Office of Budget, Planning and Policy (BPP), dated 1995-2010, bulk 2004-2010. Records include administrative riders for the development of the Texas state budget in 2006; information on the Texas Budget Contract; fiscal surveys of state agencies; meeting agenda items; memoranda of understanding; correspondence from the Texas Health and Human Services Commission and Texas Department of Public Safety, among others; summaries and recommendations from the Boards of Review for several state agencies; a small amount of correspondence from the Governor's Office constituents pertaining to assorted senate bills; communication with the Legislative Budget Board; playbooks including talking points and briefings on topics such as health care, veteran's initiatives, transportation, and education; report and studies on topics such as disaster recovery and affordable housing; witness forms to the joint staff meeting of the Texas Legislative Budget Board and the Governor's Office; building proposal forms and correspondence with the Texas Procurement Commission; registration logs from the hearings held by the Task Force on Appraisal Reform; and correspondence regarding the OneStar volunteer service coordinator program. BPP staff files also comprise a large portion of this series. The records in this group pertain to the individual staff member's area of policy advisement, such as transportation, communications, or economic development. When known, the staff member's job title is listed next to the staff member's name. Files containing only a year of records may have been those of office interns.
Formats of the original electronic files include word processing or plain digital text files (.doc, .pdf, .docx and .txt), databases (.mdb), spreadsheets (.xls and .xlsm), images (.jpg, .gif and .tif), emails, slide presentations (.ppt and .pptx), web pages (.htm and .mht), business card file (.vcf), XML files (.xml), and audio files (.mp3). Digital files presented for public use will generally be PDF for text documents and .jpg for images. Files in their original format are available on request; restrictions may apply.
Arrangement
The records are arranged by topic. Staff files are alphabetical by staff first name.
Preferred Citation
(Identify the item), Office files, Texas Governor Rick Perry Budget, Policy, 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 and working papers (Texas Government Code, Section 552.111), 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 (Texas Government Code, Chapter 552). Refer to the overall restriction statement for instructions on requesting access through the Texas Attorney General.
Technical Requirements
Electronic records described in this finding aid are part of the Texas Digital Archive, available online at https://tsl.access.preservica.com/tda/tx-gov-perry/.
To obtain equipment to listen to the compact discs or audiocassettes, please contact Archives staff.
Box
2015/067-3408 Correspondence
Administrative:
Bond Review Board outgoing letters, 2004-2010
OneStar state service plan, 2003-2009
Assorted:
2002-2013
[6 folders]
Texas-Digital-Archive
E2015/117 2001-2014
Box
2015/067-3408 General:
2000-2007
[7 folders]
Texas-Digital-Archive
E2015/117 2013
Boards of Review, FY14-15, 2012
Budget files:
Administrative information, 2006
Budget compact rollout 9.12, 2012
NASBO (National Association of State Budget Officers), 2012-2014
DTRS (document tracking and routing system), scanned documents, 2001-2014
Playbook and presentations:
Playbook, 2012
Rollouts, 2012
Box
2015/067-3410 Texas Prepares – Hurricane Gustav, 2008
Texas-Digital-Archive
E2015/117 Public education files, retention documents, 2010-2014
Publication development files:
Art 5, 2012-2013
Veteran and military, 2009-2010
Reports and studies (non-fiscal):
Affordable housing, 2002, 2008
Bastrop fire disaster response, 2011
DIR (director) business portal, 2007
Finance regulatory agencies overview, 2008
Health and human services, 2007-2009
Higher education, 2008-2010
Hurricane - disaster recovery overview, 2008
Insurance, 2001-2003
TDLR (Texas Department of Licensing and Regulation), 2002
Workforce, 2002
Box
2015/067-3408 Texas Task Force on Appraisal Reform, 2006
[3 folders]
Texas-Digital-Archive
E2015/117 Staff files:
Andres Alcantar (assistant director), 2003-2008
Amy Baillargeon (governor's advisor), 2010-2011
Article II, 2002-2012
Andy Schonert, 2004-2006
Asma Vahora, 2007
Buddy Garcia (special assistant to the governor for Texas/Mexico border issues), 2002-2003
Brian Guthrie (assistant director), 2000-2007
BPP Brian Wilson (governor's advisor on education policy), 1995-2003
Brian Garrett (administrative assistant), 2004-2008
Brian Lloyd (deputy director), 2008-2010
Brian Owens (workforce policy and budget advisor), 2008-2013
Brian Wilson, 2000-2004
Cart Weiland (intern), 2010
Casey Haney (aide), 2011
Cassie Brown (governor's advisor on judicial affairs/regulatory), 2006-2011
C. Gaona (administrative assistant), 1999-2004
Chelsea Buchholtz (policy advisor for criminal and juvenile justice, public safety, and military and veterans' affairs), 2011-2012
Damoun Ahmadi (intern), 2007
David Shoemaker (advisor on property tax policy), 2007
Donna Nelson (advisor on energy, telecommunications and cable), 2007-2008
Greg Stein (intern), 2009
Heidi McConnell (advisor on health policy), 2002-2007
Jay Meador, 2009
Julia Barth, 2004
Janna Burleson (advisor on criminal justice), 2003-2006
Janice Ehlert (advisor on human services/education), 2004-2006
Jennifer Ahrens (advisor on general government and legal), 2008-2010
Jessica Heck (intern), 2011
J. Mushinski, 2002
Jonathan Hurst (director), 2009-2012
Julie Harker (governor's advisor on education), 2008-2010
J. Underwood (governor's advisor on natural resources), 1998-2004
Kalese Hammonds (governor's advisor), 2010-2012
K. Arnold (governor's advisor on criminal justice), 2002
Kelly Sadler (government advisor), 2006-2007
Leia Lineberger (communications adviser), 2013
Liza Gonzalez (budget and policy analyst), 2003-2004
Logan Spence (general government), 2002-2006
Matthew Hobson, 2007
Melissa Oehler (first, governor's advisor on education and the Public Utility Commission and then deputy director), 2006-2008
Mike Gerber (advisor on business and economic development), 2004-2005
Michael Schofield (governor's advisor), 2008-2013
Michael Sparks (budget advisor), 2009-2010
Natalie Foerster (advisor on the Employee Retirement System and the Teacher Retirement System), 2006-2009
Pierce Huchton, 2013
Richard Hall (advisor on economic development), 2001-2004
Robert Scott (education policy advisor), 2001-2003
Smiley Garcia (fiscal advisor), 2000-2003
Sharon Buckley (administrative assistant), 2007-2010
Stephen Palmer (Texas Health Care Policy Council policy analyst), 2006-2009
Susan Walch (Grants Team member under Denise Francis), 2000-2003
Tony Gilman (budget and policy liaison to the state's health profession licensure boards), 2002-2006
Tonya Baer (senior revenue analyst), 2007-2008
Todd Webster (advisor on public education), 2002-2006
Welfare-to-Work, 1999-2003
Zak Covar (advisor on natural resources), 2005-2007
Box
2015/067-3409 Registration logs, 2006
[3 folders]
Building construction projects, 2007
[3 folders]
Meetings:
Supporting documentation (Task Force on Appraisal Reform), 2006
Witness registration forms, (Joint staff budget hearing of the Governor's Office and the Legislative Budget Board), August-October 2012
[3 folders]
Box
2015/067-3411 Recordings of open meetings (Task Force on Appraisal Reform), 2006
[contains compact discs and audiocassettes]



 

Texas Health Care Policy Council files, 2004-2011,
1.42 cubic ft. and 927 MB (272 files)

The Budget, Planning and Policy Office advises the governor regarding state policy and fiscal matters in support of his statutory role as Texas' chief budget officer. The Texas Health Care Policy Council was created by House Bill 916, 79th Regular Legislative Session to research, analyze and provide recommendations on ways to improve the quality, safety, efficiency, and effectiveness of the Texas health care system. Records are the files of the Texas Health Care Policy Council, 2004-2011. The majority of the records pertain to the group's meetings, containing meeting recordings, transcripts, supporting documentation and briefing materials. Also present are plans regarding the scope and impact of proposed projects, reports on topics such as stakeholder partnership opportunities and consumer impact, publications on health information technology and briefing documents on various aspects of healthcare, such as Medicaid and prescription drug policy. A small amount of health-related correspondence, both administrative and from the general public, is also included.
Formats of the original electronic files include word processing (.doc and .pdf), spreadsheets (.xls), emails, slide presentations (.ppt and .pptx) and audio files (.wav and .mp3). Digital files presented for public use will generally be PDF for text documents and .jpg for spreadsheets. Files in their original format are available on request; restrictions may apply.
Arrangement
The records are arranged by topic.
Preferred Citation
(Identify the item), Texas Health Care Policy Council files, Texas Governor Rick Perry Budget, Policy, and Planning Office records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
None.
Technical Requirements
Electronic records described in this finding aid are part of the Texas Digital Archive, available online at https://tsl.access.preservica.com/tda/tx-gov-perry/.
To obtain equipment to listen to the compact disc or audiocassettes, please contact Archives staff.
Texas-Digital-Archive
E2015/117 Correspondence:
Assorted, 2009-2010
Box
2015/067-3409 Administrative, 2006-2009
[3 folders]
Meeting files:
Perry’s Medicaid reform work group, final report, February 2005
Medicaid reform information update, July 31, 2007
HHSC (Texas Health and Human Services Commission) request for public input for Texas Medicaid reform concept paper, November 1, 2007
Medicaid reform working group, policy proposals brief #3, May 12, 2004
Box
2015/067-3410 Briefing on prescription drug policy, October 5, 2007
Meeting briefing materials:
January 7, 2011
February 25, 2010
October 14, 2009
December 3, 2009
[2 folders]
February 25, 2010
[2 folders]
December 30, 2008
August 21, 2008
July 18, 2008
[3 folders]
March 7, 2008
November 6, 2007
November 7, 2006
September 28, 2006
August 21, 2006
July 21, 2006
May 17, 2006
April 20, 2006
June 14, 2006
Box
2015/067-3411 Recordings of open meetings, 2006
[contains compact discs and audiocassettes]
Box
2015/067-3410 Presentation meeting materials, May 24, 2006
Commitment to Health Workforce, October 3, 2006
Medical boards business process reviews, 2008
Meeting minutes and agenda, 2006-2010
Texas-Digital-Archive
E2015/117 Meetings, supporting documentation, 2006-2011
Meetings, recordings, 2009-2010
Plans and planning records, 2009-2010
Reports and studies (non-fiscal), 2009-2010
State publications, 2009
TDSHS (Texas Department of State Health Services) briefing documents, 2009-2010
TDSHS e-minute book, October 6, 2008



 

Oil, gas, air, and waste files, 2008-2014,
4.08 MB (49 files)

The Budget, Planning and Policy Office advises the governor regarding state policy and fiscal matters regarding oil, gas, air, and waste in support of his statutory role as Texas' chief budget officer. Oil, gas, air and waste files are environment-related records of the Budget, Policy and Planning Office, dated 2008-2014. Records contain briefing papers on ethanol and other topics, applications for environmental waivers, agricultural research, federal regulations assessments, government shutdown plans for state agencies with probable environmental impact, requests for signatures, talking points and records pertaining to the budgets of the Texas Commission on Environmental Quality and the Railroad Commission of Texas.
Formats of the original electronic files are word processing files (.doc and .pdf). Digital files presented for public use will generally be PDF for text documents and .jpg for spreadsheets. Files in their original format are available on request; restrictions may apply.
Arrangement
The records are arranged by topic.
Preferred Citation
(Identify the item), Oil, gas, air, and waste files, Texas Governor Rick Perry Budget, Policy, and Planning Office records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
None.
Technical Requirements
Electronic records described in this finding aid are part of the Texas Digital Archive, available online at https://tsl.access.preservica.com/tda/tx-gov-perry/.
Texas-Digital-Archive
E2015/117 EPA (environmental protection mandate) ethanol mandate, 2008
Federal agency regulations impact, 2012
GOMESA (Gulf of Mexico Environmental Security Act), 2009
Government shutdown, 2013
Interstate Mining Compact Commission, 2014
IOGCC (Interstate Oil and Gas Compact Commission), 2013
Keystone, 2011, 2014
LNG (liquefied natural gas) export brief, 2013-2014
LP (liquefied petroleum) gas emergency, 2014
OCS (Outer Continental Shelf) Governor's Coalition, 2011
RFS (Renewable Fuel Standard), 2013-2014
RRC (Railroad Commission), 2013
TCEQ (Texas Commission on Environmental Quality), 2010, 2013-2014



 

ARRA (American Recovery and Reinvestment Act) files, 2006-2014,
0.33 cubic ft. and 7.35 MB (26 files)

The Budget, Planning and Policy Office advises the governor regarding state policy and fiscal matters in support of his statutory role as Texas' chief budget officer. Records are files related to the implementation and funding of the American Recovery and Reinvestment Act in Texas, dated 2006-2014. Files include fiscal year plans, records of universities attempting to receive certification for ARRA funds, correspondence with universities already receiving ARRA funds, summaries of fund allocations to various state agencies, correspondence with the State Conservation Office and analysis of historical trends in the system of ARRA benefits. Most of the correspondence is addressed to Mary Stout, then director of budget policy and planning. Also present is correspondence from Kay Hart containing information on jobs created, terms of the ARRA, points of contact, certifications and reports on the various applications of ARRA.
Formats of the original electronic files include word processing (.doc and .pdf) and spreadsheets (.xls). Digital files presented for public use will generally be PDF for text documents and .jpg for spreadsheets. Files in their original format are available on request; restrictions may apply.
Arrangement
The records are arranged by topic.
Preferred Citation
(Identify the item), ARRA (American Recovery and Reinvestment Act) files, Texas Governor Rick Perry Budget, Policy, 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 and working papers (Texas Government Code, Section 552.111), 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 (Texas Government Code, Chapter 552). Refer to the overall restriction statement for instructions on requesting access through the Texas Attorney General.
Technical Requirements
Electronic records described in this finding aid are part of the Texas Digital Archive, available online at https://tsl.access.preservica.com/tda/tx-gov-perry/.
Texas-Digital-Archive
E2015/117 Administrative correspondence, 2009-2010
Box
2015/067-3410 and 2015/067-3411 Correspondence and reports from Kay Hart (principal consultant with Maximus, Inc.), 2009-2011
[4 folders]
Texas-Digital-Archive
E2015/117 Plans and planning records, 2012
Universities, 2009



 

Litigation files, 2006-2014,
1.25 cubic ft. and 119 MB (376 files)

The Budget, Planning and Policy Office advises the governor regarding state policy and fiscal matters in support of his statutory role as Texas' chief budget officer. Records are litigation files, dated 2006-2014. Most of the records in this series are communication with the Texas Department of Family and Protective Services, especially briefing materials and reports, media updates and proposed changes to the implementation of various programs. There is also a draft briefing intended for the Governor's Office staff on the U.S. Department of Justice investigation of the Lubbock state school. This series also contains correspondence, files, reports and related records pertaining to other Department of Justice investigations into areas such as state foster care and state-supported living facilities. To this end, correspondence and reports of expenditures of the Texas Department of Aging in regards to state-supported living facilities are also present.
Formats of the original electronic files include word processing files (.doc and .pdf) and emails. Digital files presented for public use will generally be PDF for text documents. Files in their original format are available on request; restrictions may apply.
Arrangement
The records are arranged by topic.
Preferred Citation
(Identify the item), Litigation files, Texas Governor Rick Perry Budget, Policy, 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 and working papers (Texas Government Code, Section 552.111), 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 (Texas Government Code, Chapter 552). Refer to the overall restriction statement for instructions on requesting access through the Texas Attorney General.
Technical Requirements
Electronic records described in this finding aid are part of the Texas Digital Archive, available online at https://tsl.access.preservica.com/tda/tx-gov-perry/.
Texas-Digital-Archive
E2015/117 M.D. (refers to a class of Texas children in long-term foster care) v. Perry, 2013-2014
Box
2015/067-3411 Assorted, 2007-2009
[6 folders]
Lubbock State School:
Assorted, 2006-2007
[folders 1-4 of 5]
Box
2015/067-3412 Assorted, 2006-2007
[folder 5 of 5]
United States Department of Justice Investigation, Lubbock State School, May 30, 2007
Texas Department of Aging and Disability Services, 2012
[2 folders]
Austin State Supported Living Center, February 29, 2012
Department of Justice negotiations, 2006-2008
[2 folders]
Texas Department of Family and Protective Services, 2010-2012
[6 folders]



 

Legislative files, 2003-2015,
0.33 cubic ft. and 335 MB (633 files)

The Budget, Planning and Policy Office advises the governor regarding state policy and fiscal matters in support of his statutory role as Texas' chief budget officer. The legislative files are composed of four groups: riders to the Texas 79th legislative session, files related to disaster recovery, legislative appropriations requests and proposed legislation. Records are dated 2003-2015. Ambulatory service centers, the establishment of a health professions commission, skilled workforce initiative, hurricane disaster recovery efforts and measures to prevent voter fraud are prominent record topics. There are several internal memoranda (in paper and electronic form) discussing these and related topics. Legislative riders to 79th legislative session and proposed legislation files are both maintained in spreadsheet form. Most of the disaster recovery composed of digital images of hurricane recovery efforts and reports on the disaster fund introduced in the the Texas 80th legislative regular session. This series also contains pension reports, Texas Office of Public Utility Counsel consolidation reports, charts of funding requests from state agencies, correspondence pertaining to legislative appropriations requests and correspondence and briefing material on proposed legislation.
Formats of the original electronic files include word processing files (.doc), spreadsheets (.xls), digital images (.jpg), emails and slide presentations (.ppt and .pptx). Digital files presented for public use will generally be PDF for text documents and .jpg for images. Files in their original format are available on request; restrictions may apply.
Arrangement
The records are arranged by topic.
Preferred Citation
(Identify the item), Legislative files, Texas Governor Rick Perry Office of Budget, Planning and Policy 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 (Texas Government Code, Section 552.111), 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 (Texas Government Code, Chapter 552). Refer to the overall restriction statement for instructions on requesting access through the Texas Attorney General.
Technical Requirements
Electronic records described in this finding aid are part of the Texas Digital Archive, available online at https://tsl.access.preservica.com/tda/tx-gov-perry/.
Texas-Digital-Archive
E2015/117 79th Legislature riders (publication development), 2005-2006
Disaster recovery:
80th regular session, 2007
Hurricane images, 2006
Box
2015/067-3412 Legislative appropriations requests, 2003
[3 folders]
Texas-Digital-Archive
E2015/117 Proposed legislation:
Health and human services, 2007-2013
Higher education, 2007-2015
Judiciary, 2011-2012
Pensions and investments, 2012-2013
Regulatory and insurance, 2011
Box
2015/067-3412 Assorted, 2003-2006