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Budget, Policy and Planning Office records

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

 

Organization History Scope and Contents Restrictions Related Materials

Overview

govPerrylogoCreator: Texas. Governor (2010-2015 : Perry)
Title: Governor Rick Perry Budget, Policy and Planning Office records
Dates: 1995-2015, 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

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Other Finding Aids

A description of non-electronic records described in this finding aid are available at http://www.lib.utexas.edu/taro/tslac/80032/tsl-80032.html.


Organization of the Records

These records are organized into six series:


Agency History

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).


Scope and Content 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.

(Click here to read more of the Scope and Content Note)


Restrictions and Requirements

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


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

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