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
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Creator: 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
Other Finding Aids
A description of non-electronic records described in this finding aid are available at https://txarchives.org/tslac/finding_aids/80032.xml.
Organization of the Records
These records are organized into six series:
- Office files, 1995-2010, bulk 2004-2010, 0.67 cubic ft. and 18.9 GB (20,949 files)(Restricted)
- 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)
- Litigation files, 2006-2014, 1.25 cubic ft. and 119 MB (376 files)(Restricted)
- Legislative files, 2003-2015, 0.33 cubic ft. and 335 MB (633 files)(Restricted)
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.
Restrictions and Requirements
Restrictions on Access
Records described in this finding aid may contain information that is confidential under the Texas Public Information Act (PIA) (Texas Government Code, Chapter 552) or other statutes. Restricted information, as outlined in the statutes, applies to both physical and electronic records. As laws change, statutory restrictions may be added to or removed from these records. See our Texas Public Information Act and Researching in the State Archives web page for the more common types of restrictions found in state government records.
Requests for materials held within the State Archives, whether a Research Request or Public Information Act Request, must be submitted via this form: https://www.tsl.texas.gov/sites/default/files/public/tslac/ref/Texas_State_Archive_Material_Request_Form.pdf. A Research Request is sufficient for requesting most State Archives materials. While a PIA Request is always an option, a PIA Request for State Archives materials is required only if a researcher does not agree to the redaction or removal of restricted government information (see: Texas Gov’t Code Chapter 552).
For further assistance with accessing materials within the State Archives, contact the Reference Desk: firstname.lastname@example.org or 512-463-5455.
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.).
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.
(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 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.
Processed by Jessica Tucker, January 2016