Reports to the State

Reports to the State are documents, reports, budgets and more that are required by Texas law to be submitted to the State. Reports are listed in this section our site to fulfill public posting requirements by law or for helpful listings by UT System.

You can filter the type of Reports to the State using the drop-down below.

Report Type

Title	Published	Office	File(s)	Page
Contract Management Handbook	Sep 19th, 2019	Contracts and Procurement	Contract Management Handbook	More Info on Contract Management Handbook
Personal Information and Emergency Contact Form	Sep 19th, 2019	Employee Benefits	Personal Information and Emergency Contact Form	More Info on Personal Information and Emergency Contact Form
Office of Employee Benefits Organizational Chart	Sep 16th, 2019	Employee Benefits	Office of Employee Benefits Organizational Chart	More Info on Office of Employee Benefits Organizational Chart
Procurement - Summary of Purchase Orders	Sep 16th, 2019	Controller	PO Summary Report: 9-1-2015 thru 9-15-2019	More Info on Procurement - Summary of Purchase Orders
Salary Supplementation: FY 2020	Sep 16th, 2019	Budget and Planning	FY 2020	More Info on Salary Supplementation: FY 2020
UT Benefits Enrollment Guide for Employees	Sep 13th, 2019	Employee Benefits	UT Benefits Enrollment Guide for Employees 2019-2020 UT Benefits Enrollment Guide for Employees 2018-2019	More Info on UT Benefits Enrollment Guide for Employees
UT SELECT DENTAL Benefits Guide	Sep 13th, 2019	Employee Benefits	UT SELECT DENTAL Benefits Guide 2019-2020 UT SELECT DENTAL Benefits Guide 2018-2019	More Info on UT SELECT DENTAL Benefits Guide
UT Benefits Enrollment Guide for Retiring Employees	Sep 13th, 2019	Employee Benefits	UT Benefits Enrollment Guide for Retiring Employees 2019-2020 UT Benefits Enrollment Guide for Retiring Employees 2018-2019	More Info on UT Benefits Enrollment Guide for Retiring Employees
UT FLEX Benefits Guide	Sep 13th, 2019	Employee Benefits	UT FLEX Benefits Guide 2019-2020 UT FLEX Benefits Guide 2018-2019	More Info on UT FLEX Benefits Guide
UT SELECT DENTAL Plus Benefits Guide	Sep 13th, 2019	Employee Benefits	UT SELECT DENTAL Plus Benefits Guide 2019-2020 UT SELECT DENTAL Plus Benefits Guide 2018-2019	More Info on UT SELECT DENTAL Plus Benefits Guide
Monthly Financial Report: FY 2019	Sep 4th, 2019	Controller	Jul 2019 Jun 2019 May 2019 Apr 2019 Mar 2019 Feb 2019 Jan 2019 Dec 2018 Nov 2018	More Info on Monthly Financial Report: FY 2019
Investment Policy Statements: PUF	Sep 1st, 2019	Controller	Permanent University Fund (effective 9.1.2019)	More Info on Investment Policy Statements: PUF
Investment Policy Statements: PHF	Sep 1st, 2019	Controller	Permanent Health Fund (effective 9.1.2019)	More Info on Investment Policy Statements: PHF
Investment Policy Statements: ITF	Sep 1st, 2019	Controller	Intermediate Term Fund (effective 9.1.2019)	More Info on Investment Policy Statements: ITF
UT System Administration Standards of Conduct Guide	Sep 1st, 2019	Systemwide Compliance	UT System Administration Standards of Conduct Guide	More Info on UT System Administration Standards of Conduct Guide
Investment Policy Statements: GEF	Sep 1st, 2019	Controller	General Endowment Fund (effective 9.1.2019)	More Info on Investment Policy Statements: GEF
COBRA Rates	Sep 1st, 2019	Employee Benefits	COBRA Rates 2019-2020 COBRA Rates 2018-2019	More Info on COBRA Rates
Investment Policy Statements: LTF	Sep 1st, 2019	Controller	Long Term Fund (effective 9.1.2019)	More Info on Investment Policy Statements: LTF
Contract Processing Checklist	Aug 30th, 2019	Business Affairs	Contract Processing Checklist Questionnaire for Software Purchases or Development Systemwide Contract Concurrence form	More Info on Contract Processing Checklist
Additional Reporting - Available University Fund: FY 2019	Aug 28th, 2019	Budget and Planning	4th Quarter 3rd Quarter 2nd Quarter	More Info on Additional Reporting - Available University Fund: FY 2019
UT System Administration- Employee’s First Report of Work-Related Injury	Aug 26th, 2019	Risk Management	UT System Administration- Employee’s First Report of Work-Related Injury	More Info on UT System Administration- Employee’s First Report of Work-Related Injury
Employee’s First Report of Work-Related Injury of Endemic Illness-FVWC	Aug 26th, 2019	Risk Management	Employee’s First Report of Work-Related Injury of Endemic Illness-FVWC	More Info on Employee’s First Report of Work-Related Injury of Endemic Illness-FVWC
Memorandum of Understanding-Investment Related Transactions & Account: FY 2019	Aug 26th, 2019	Controller	July 2019 June 2019 May 2019 April 2019 March 2019 February 2019 January 2019 December 2018 November 2018 October 2018 September 2018	More Info on Memorandum of Understanding-Investment Related Transactions & Account: FY 2019
LERR and Faculty STARs Budget Rules & Procedures	Aug 19th, 2019	Controller	FY 2020 FY 2019 FY 2018 FY 2017	More Info on LERR and Faculty STARs Budget Rules & Procedures
Library, Equipment, Repair and Rehabilitation (LERR) Budget: FY 2020	Aug 19th, 2019	Controller	FY 2020	More Info on Library, Equipment, Repair and Rehabilitation (LERR) Budget: FY 2020
Tech Stock Forms*	Aug 15th, 2019	General Counsel	New Tech Stock Form* Change Tech Stock Form* Procedures: Filling Out and Submitting New and Change Tech Stock Forms	More Info on Tech Stock Forms*
Operating Budget Rules	Aug 15th, 2019	Controller	FY 2020 Budget Rules FY 2019 Budget Rules FY 2018 Budget Rules FY 2017 Budget Rules	More Info on Operating Budget Rules
Operating Budget Summary for System: FY 2020	Aug 9th, 2019	Controller	System Summary FY 2020	More Info on Operating Budget Summary for System: FY 2020
Fund Accounting Training: Evaluation	Aug 7th, 2019	Controller	Course Evaluation	More Info on Fund Accounting Training: Evaluation
Legal Notices	Jul 31st, 2019	Employee Benefits	UT Benefits - Legal Notices 2019 UT Benefits - Legal Notices 2018	More Info on Legal Notices
Mitchell RX First Fill Form	Jul 26th, 2019	Risk Management	Mitchell RX First Fill Form	More Info on Mitchell RX First Fill Form
Overview of TRS and ORP	Jul 22nd, 2019	Employee Benefits	TRS and ORP Overview - July 2019	More Info on Overview of TRS and ORP
UT CONNECT ACO Medical Plan FAQs	Jul 22nd, 2019	Employee Benefits	UT CONNECT FAQs 2019-2020	More Info on UT CONNECT ACO Medical Plan FAQs
Outside Counsel Contract Example FY19-FY21	Jul 16th, 2019	General Counsel	Outside Counsel Contract Example FY19-FY21	More Info on Outside Counsel Contract Example FY19-FY21
RFQ Response Worksheet	Jul 16th, 2019	General Counsel	RFQ Response Worksheet 2019--2021	More Info on RFQ Response Worksheet
Annual Enrollment & Resource Guide for Retired Employees	Jul 10th, 2019	Employee Benefits	NEW! 2019-2020 Annual Enrollment & Resource Guide for Retired Employees 2018-2019 Annual Enrollment & Resource Guide for Retired Employees	More Info on Annual Enrollment & Resource Guide for Retired Employees
Benefits Cost Worksheet for Employees	Jul 10th, 2019	Employee Benefits	NEW! 2019-2020 Active Employee Cost Worksheet 2018-2019 Active Employee Cost Worksheet	More Info on Benefits Cost Worksheet for Employees
Annual Enrollment & Resource Guide for Employees	Jul 10th, 2019	Employee Benefits	NEW! 2019-2020 Annual Enrollment & Resource Guide for Employees 2018-2019 Annual Enrollment & Resource Guide for Employees	More Info on Annual Enrollment & Resource Guide for Employees
Benefits Cost Worksheet for Retired Employees	Jul 10th, 2019	Employee Benefits	NEW! 2019-2020 Retired Employee Cost Worksheet 2018-2019 Retired Employee Cost Worksheet	More Info on Benefits Cost Worksheet for Retired Employees
Full Time Equivalent Employee Report: FY 2019	Jul 2nd, 2019	Controller	3rd Quarter FY 2019 2nd Quarter FY 2019 1st Quarter FY 2019	More Info on Full Time Equivalent Employee Report: FY 2019
Fund Accounting Training: Final Exam	Jun 19th, 2019	Controller	Training Exam	More Info on Fund Accounting Training: Final Exam
Real Estate Office - Organizational Chart	Jun 19th, 2019	Real Estate	REO Organizational Chart 6.19.2019	More Info on Real Estate Office - Organizational Chart
UT System Executive Vice Chancellor for Business Affairs Contract Directives	May 29th, 2019	Business Affairs	September 23, 2015: Implementation of Procurement and Contracting Legislation and Working Group Recommendations December 16, 2015: Revised Procurement and Contracting Memorandum GPO Contract Submittal Form	More Info on UT System Executive Vice Chancellor for Business Affairs Contract Directives
Budget Preparation Policies	May 23rd, 2019	Controller	FY 2020 FY 2019 FY 2018 FY 2017	More Info on Budget Preparation Policies
Construction Contracts and Solicitation Procurement Agreements	May 16th, 2019	General Counsel	CCA 2010 Uniform General and Supplementary Conditions [FOR REFERENCE ONLY] CCA 2013 Uniform General Conditions for University of Texas System Building Construction Contracts (eff 6/20/18) CCA Agreement between Owner and CM at Risk Contractor (revised 5/16/19) CCA Agreement between Owner and Design Build Contractor (revised 5/16/19) CCA Agreement between Owner and General Contractor - CSP (revised 5/16/19) CCA Agreement between Owner and Job Order Contractor (revised 5/16/19) CCA Architect/Engineer Request for Qualifications (10/18/16) CCA CM at Risk - Request for Proposal (revised 11/4/02) CCA CM at Risk - Request for Qualifications (revised 11/4/02) CCA CSP Request for Proposal CCA Performance and Payment Bond Form PSA Article 15 Amendment for CM at Risk PSA Agreement between Owner and A/E for Miscellaneous Services on Projects of Limited Scope (revised 5/16/19) PSA Agreement Between Owner and A/E for Project of Limited Size or Scope (revised 5/16/19) PSA Standard Agreement Between Owner and A/E (revised 5/16/19)	More Info on Construction Contracts and Solicitation Procurement Agreements
Non-Routine Professional Liability Insurance Application Forms	May 8th, 2019	General Counsel	Non-Routine PLI Increased DOMESTIC Coverage Limits: Instructions and Application Form IPLI INTERNATIONAL Coverage: FACULTY Guidelines, Application Instructions & Application Form IPLI INTERNATIONAL Coverage: RESIDENTS & FELLOWS Guidelines, Application Instructions & Application Form	More Info on Non-Routine Professional Liability Insurance Application Forms
UT System - Universal and Master Agreements	May 8th, 2019	General Counsel	UT System Master Material Transfer Agreement (14 member institutions)(Effective 7/1/2018-7/1/2025) UT System Amended and Restated Master Material and Data Transfer Agreement (14 member institutions)(Effective 3/1/2019-2/1/2029)	More Info on UT System - Universal and Master Agreements
UTD Teacher Retirement System of Texas (TRS) Employer Self-Audit Report	May 3rd, 2019	System Audit	UTD Teacher Retirement System of Texas (TRS) Employer Self-Audit Report	More Info on UTD Teacher Retirement System of Texas (TRS) Employer Self-Audit Report
Record of Revisions	May 1st, 2019	Employee Benefits	Record of Revisions	More Info on Record of Revisions
Volunteer Activity PLI Request Form	Apr 30th, 2019	General Counsel	Volunteer Activity PLI Request Form - Faculty Volunteer Activity PLI Request Form - Resident Volunteer Activity PLI Request Form - Medical Student	More Info on Volunteer Activity PLI Request Form
UTHSCSA Axium Application Report	Apr 25th, 2019	System Audit	UTHSCSA Axium Application Report	More Info on UTHSCSA Axium Application Report
Periodic Investment Report FY 2019	Apr 25th, 2019	Controller	FY 2019 February FY 2019 November	More Info on Periodic Investment Report FY 2019
AbbVie Inc.	Apr 11th, 2019	General Counsel	AbbVie Master Clinical Study Agreement (Sponsor Initiated; Includes StemCentrx as an Affiliate; Effective Date October 20, 2016) AbbVie Master Confidential Disclosure Agreement (for benefit of Clinical Trials Xpress); Effective 5/1/2018 - 03/31/2023	More Info on AbbVie Inc.
Annual Eligibility Notice for Retirement Plans	Apr 5th, 2019	Employee Benefits	Annual Eligibility Notice for Retirement Plans	More Info on Annual Eligibility Notice for Retirement Plans
UTD Campus Clinics Report	Apr 4th, 2019	System Audit	UTD Campus Clinics Report	More Info on UTD Campus Clinics Report
UTEP Youth Camps Report	Apr 2nd, 2019	System Audit	UTEP Youth Camps Report	More Info on UTEP Youth Camps Report
Novartis Pharmaceuticals Corporation- Master Clinical Trial Agreements	Mar 31st, 2019	General Counsel	Novartis Pharmaceuticals Corporation - Master Clinical Trial Agreement - Sponsor Initiated (Eff. 9/1/1998 through 8/31/2003) Amendment #1 (extends term: Effective 9/1/2003 through 12/31/2003) Novartis Pharmaceuticals Corporation - Master Clinical Trial Agreement - Sponsor Initiated (Eff. 1/1/2004 through 12/31/2008) Amendment #1 (Amended terms regarding Biological Samples) - 4/14/2009 Amendment #2 (Amended terms in 7G Confidential Information) - 11/27/2009 Amendment #3 (Extends term: effective 12/31/2008 to 4/30/2009) - 1/27/2009 Novartis Pharmaceuticals Corporation - Master Clinical Trial Agreement - Sponsor Initiated (Eff. 5/1/2009 through 4/30/2014) Universal Clinical Trial Request Form Template (effective 3/12/2013) Amendment #1 and HCI/HCP Contract Addendum (effective 6/5/2013) Amendment #2 (effective 4/10/2014, extending term until 4/30/2019) Amendment #3 (effective 1/3/2019, extending term until 8/31/2023) Amendment #4 (explicitly deletes UTMDACC as Party to Master CTA - term ends 8/31/2023) Novartis Pharmaceuticals Corporation - Master Clinical Trial Agreement - Investigator Initiated (Eff. 11/12/2014 --11/12/2019)	More Info on Novartis Pharmaceuticals Corporation- Master Clinical Trial Agreements
UTT University Advancement Endowment Compliance Annual Report Audit	Mar 29th, 2019	System Audit	UTT University Advancement Endowment Compliance Annual Report Audit	More Info on UTT University Advancement Endowment Compliance Annual Report Audit
UTT Internal Controls Monitoring Plan (UTS Policy 142.1 Assurance) Report	Mar 29th, 2019	System Audit	UTT Internal Controls Monitoring Plan (UTS Policy 142.1 Assurance) Report	More Info on UTT Internal Controls Monitoring Plan (UTS Policy 142.1 Assurance) Report
Fund Accounting Training: Module 3	Mar 28th, 2019	Controller	Fund Account Training: Module 3	More Info on Fund Accounting Training: Module 3
Fund Accounting Training: Module 6	Mar 28th, 2019	Controller	Fund Accounting Training: Module 6	More Info on Fund Accounting Training: Module 6
UTSW Accounting & Fiscal Services Report	Mar 28th, 2019	System Audit	UTSW Accounting & Fiscal Services Report	More Info on UTSW Accounting & Fiscal Services Report
Fund Accounting Training: Module 1	Mar 28th, 2019	Controller	Fund Account Training: Module 1	More Info on Fund Accounting Training: Module 1
Fund Accounting Training: Module 4	Mar 28th, 2019	Controller	Fund Account Training: Module 4	More Info on Fund Accounting Training: Module 4
Fund Accounting Training: Module 7	Mar 28th, 2019	Controller	Fund Accounting Training: Module 7	More Info on Fund Accounting Training: Module 7
UTSW Off Site Clinic Operations Report	Mar 28th, 2019	System Audit	UTSW Off Site Clinic Operations Report	More Info on UTSW Off Site Clinic Operations Report
Fund Accounting Training: Module 2	Mar 28th, 2019	Controller	Fund Account Training: Module 2	More Info on Fund Accounting Training: Module 2
Fund Accounting Training: Module 5	Mar 28th, 2019	Controller	Fund Account Training: Module 5	More Info on Fund Accounting Training: Module 5
UTSW Leave Administration Report	Mar 28th, 2019	System Audit	UTSW Leave Administration Report	More Info on UTSW Leave Administration Report
UT System Administration Teacher Retirement System (TRS) Employer Report	Mar 27th, 2019	System Audit	UT System Administration Teacher Retirement System (TRS) Employer Report	More Info on UT System Administration Teacher Retirement System (TRS) Employer Report
UTHSCT Executive Travel and Entertainment Expenses Report	Mar 4th, 2019	System Audit	UTHSCT Executive Travel and Entertainment Expenses Report	More Info on UTHSCT Executive Travel and Entertainment Expenses Report
UT System SmartBook	Mar 1st, 2019	Institutional Research and Analysis	SmartBook March 2019	More Info on UT System SmartBook
UTRGV IT Governance Report	Feb 27th, 2019	System Audit	UTRGV IT Governance Report	More Info on UTRGV IT Governance Report
UTPB College of Nursing Report	Feb 19th, 2019	System Audit	UTPB College of Nursing Report	More Info on UTPB College of Nursing Report
Physician Statement Concerning Tobacco Usage and Fitness to Participate in a Tobacco Cessation Program	Feb 18th, 2019	Employee Benefits	Tobacco Cessation Program Physician Statement	More Info on Physician Statement Concerning Tobacco Usage and Fitness to Participate in a Tobacco Cessation Program
Tobacco Premium Program Declaration Form	Feb 18th, 2019	Employee Benefits	Tobacco Premium Program Declaration Form	More Info on Tobacco Premium Program Declaration Form
UTMDACC Pharmacy Inventory Report	Feb 18th, 2019	System Audit	UTMDACC Pharmacy Inventory Report	More Info on UTMDACC Pharmacy Inventory Report
UTA Parking and Transportation Departmental Process Review Report	Feb 15th, 2019	System Audit	UTA Parking and Transportation Departmental Process Review Report	More Info on UTA Parking and Transportation Departmental Process Review Report
UTEP NCAA Football Attendance Report	Feb 14th, 2019	System Audit	UTEP NCAA Football Attendance Report	More Info on UTEP NCAA Football Attendance Report
UTHSCH Teacher Retirement System of Texas (TRS) Report	Feb 14th, 2019	System Audit	UTHSCH Teacher Retirement System of Texas (TRS) Report	More Info on UTHSCH Teacher Retirement System of Texas (TRS) Report