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. 

Title Published Office File(s) Page
Procurement - Summary of Purchase Orders Controller PO Summary Report: 9-1-2015 thru 10-13-2019 More Info on Procurement - Summary of Purchase Orders
Workers’ Compensation HCN-Opt In Risk Management Workers’ Compensation HCN-Opt In More Info on Workers’ Compensation HCN-Opt In
UT System Administration Standards of Conduct Guide Systemwide Compliance UT System Administration Standards of Conduct Guide More Info on UT System Administration Standards of Conduct Guide
Memorandum of Understanding-Investment Related Transactions & Account: FY 2019 Controller August 2019
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
Contract Processing Checklist Business Affairs Contract Processing Checklist
Questionnaire for Software Purchases or Development
Systemwide Contract Concurrence form 		More Info on Contract Processing Checklist
DeltaCare Benefits Guide Employee Benefits DeltaCare Benefits Guide More Info on DeltaCare Benefits Guide
Full Time Equivalent Employee Report: FY 2019 Budget and Planning 4th Quarter FY 2019
3rd Quarter FY 2019
2nd Quarter FY 2019
1st Quarter FY 2019 		More Info on Full Time Equivalent Employee Report: FY 2019
Interagency Cooperation Contract - CPPG Standard Contracts General Counsel Interagency Cooperation Contract More Info on Interagency Cooperation Contract - CPPG Standard Contracts
Contract Management Handbook Contracts and Procurement Contract Management Handbook More Info on Contract Management Handbook
Personal Information and Emergency Contact Form Employee Benefits Personal Information and Emergency Contact Form More Info on Personal Information and Emergency Contact Form
Salary Supplementation: FY 2020 Budget and Planning FY 2020 More Info on Salary Supplementation: FY 2020
Office of Employee Benefits Organizational Chart Employee Benefits Office of Employee Benefits Organizational Chart More Info on Office of Employee Benefits Organizational Chart
UT SELECT DENTAL Benefits Guide 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 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 SELECT DENTAL Plus Benefits Guide 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
UT Benefits Enrollment Guide for Employees 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 FLEX Benefits Guide Employee Benefits UT FLEX Benefits Guide 2019-2020
UT FLEX Benefits Guide 2018-2019 		More Info on UT FLEX Benefits Guide
Monthly Financial Report: FY 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
COBRA Rates Employee Benefits COBRA Rates 2019-2020
COBRA Rates 2018-2019 		More Info on COBRA Rates
Investment Policy Statements: PUF Controller Permanent University Fund (effective 9.1.2019) More Info on Investment Policy Statements: PUF
Investment Policy Statements: PHF Controller Permanent Health Fund (effective 9.1.2019) More Info on Investment Policy Statements: PHF
Investment Policy Statements: ITF Controller Intermediate Term Fund (effective 9.1.2019) More Info on Investment Policy Statements: ITF
Investment Policy Statements: GEF Controller General Endowment Fund (effective 9.1.2019) More Info on Investment Policy Statements: GEF
Investment Policy Statements: LTF Controller Long Term Fund (effective 9.1.2019) More Info on Investment Policy Statements: LTF
Additional Reporting - Available University Fund: FY 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 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 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
Library, Equipment, Repair and Rehabilitation (LERR) Budget: FY 2020 Controller FY 2020 More Info on Library, Equipment, Repair and Rehabilitation (LERR) Budget: FY 2020
LERR and Faculty STARs Budget Rules & Procedures Controller FY 2020
FY 2019
FY 2018
FY 2017 		More Info on LERR and Faculty STARs Budget Rules & Procedures
Annual Operating Budgets: UT Dallas Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budgets: UT Dallas
Annual Operating Budgets: UT San Antonio Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budgets: UT San Antonio
Annual Operating Budget: UT Medical Branch at Galveston Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT Medical Branch at Galveston
Annual Operating Budget: UT M.D. Anderson Cancer Center Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT M.D. Anderson Cancer Center
Annual Operating Budget: UT El Paso Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT El Paso
Annual Operating Budgets: UT Tyler Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budgets: UT Tyler
Annual Operating Budget: UT Health Science Center at Houston Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT Health Science Center at Houston
Annual Operating Budget: UT Health Science Center at Tyler Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT Health Science Center at Tyler
Tech Stock Forms* 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*
Annual Operating Budget: UT Austin Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT Austin
Annual Operating Budget: UT Arlington Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT Arlington
Annual Operating Budget: UT Permian Basin Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT Permian Basin
Annual Operating Budget: UT Southwestern Medical Center Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT Southwestern Medical Center
Annual Operating Budget: UT Health Science Center at San Antonio Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT Health Science Center at San Antonio
Annual Operating Budget: UT System Administration Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT System Administration
Operating Budget for System: FY 2020 Budget and Planning System FY 2020 More Info on Operating Budget for System: FY 2020
Operating Budget Rules Controller FY 2020 Budget Rules
FY 2019 Budget Rules
FY 2018 Budget Rules
FY 2017 Budget Rules 		More Info on Operating Budget Rules
Annual Operating Budget: UT Rio Grande Valley Budget and Planning FY 2020 Annual Operating Budget More Info on Annual Operating Budget: UT Rio Grande Valley
Operating Budget Summary for System: FY 2020 Controller System Summary FY 2020 More Info on Operating Budget Summary for System: FY 2020
Fund Accounting Training: Evaluation Controller Course Evaluation More Info on Fund Accounting Training: Evaluation
Legal Notices Employee Benefits UT Benefits - Legal Notices 2019
UT Benefits - Legal Notices 2018 		More Info on Legal Notices
Mitchell RX First Fill Form Risk Management Mitchell RX First Fill Form More Info on Mitchell RX First Fill Form
Overview of TRS and ORP Employee Benefits TRS and ORP Overview - July 2019 More Info on Overview of TRS and ORP
UT CONNECT ACO Medical Plan FAQs Employee Benefits UT CONNECT FAQs 2019-2020 More Info on UT CONNECT ACO Medical Plan FAQs
RFQ Response Worksheet General Counsel RFQ Response Worksheet 2019--2021 More Info on RFQ Response Worksheet
Outside Counsel Contract Example FY19-FY21 General Counsel Outside Counsel Contract Example FY19-FY21 More Info on Outside Counsel Contract Example FY19-FY21
Annual Enrollment & Resource Guide for Employees 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 Employee Benefits NEW! 2019-2020 Retired Employee Cost Worksheet
2018-2019 Retired Employee Cost Worksheet 		More Info on Benefits Cost Worksheet for Retired Employees
Annual Enrollment & Resource Guide for Retired Employees 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 Employee Benefits NEW! 2019-2020 Active Employee Cost Worksheet
2018-2019 Active Employee Cost Worksheet 		More Info on Benefits Cost Worksheet for Employees
Fund Accounting Training: Final Exam Controller Training Exam More Info on Fund Accounting Training: Final Exam
Real Estate Office - Organizational Chart 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 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 Controller FY 2020
FY 2019
FY 2018
FY 2017 		More Info on Budget Preparation Policies
Construction Contracts and Solicitation Procurement Agreements 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 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 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 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 Employee Benefits Record of Revisions More Info on Record of Revisions
Volunteer Activity PLI Request Form 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 System Audit UTHSCSA Axium Application Report More Info on UTHSCSA Axium Application Report
Periodic Investment Report FY 2019 Controller FY 2019 February
FY 2019 November 		More Info on Periodic Investment Report FY 2019
AbbVie Inc. 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 Employee Benefits Annual Eligibility Notice for Retirement Plans More Info on Annual Eligibility Notice for Retirement Plans
UTD Campus Clinics Report System Audit UTD Campus Clinics Report More Info on UTD Campus Clinics Report
UTEP Youth Camps Report System Audit UTEP Youth Camps Report More Info on UTEP Youth Camps Report
Novartis Pharmaceuticals Corporation- Master Clinical Trial Agreements 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 Internal Controls Monitoring Plan (UTS Policy 142.1 Assurance) Report 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
UTT University Advancement Endowment Compliance Annual Report Audit System Audit UTT University Advancement Endowment Compliance Annual Report Audit More Info on UTT University Advancement Endowment Compliance Annual Report Audit
Fund Accounting Training: Module 5 Controller Fund Account Training: Module 5 More Info on Fund Accounting Training: Module 5
UTSW Off Site Clinic Operations Report System Audit UTSW Off Site Clinic Operations Report More Info on UTSW Off Site Clinic Operations Report