Statewide Information Management Manual (SIMM) - State Chief Information Officer - State of California

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Statewide Information Management Manual (SIMM)

How to view the Excel (xls), Word (doc), and Adobe Reader (pdf) file formats provided on this webpage.

- Templates, Forms, and Transmittal Letters: documents can be modified and saved to your local drive(s.)
- Instructions: documents are unmodifiable, but can be printed.

Required Use

The Statewide Information Management Manual (SIMM) Sections 10 through 90 contain instructions, forms and templates that State agencies must use to comply with Information Technology (IT) policy. If there are questions about any of this material, please contact the Program Management Office (PMO) manager at the OCIO who is assigned to your agency.

Schedules and Reporting Requirements

05 Reporting Schedules
- A Required IT Reports and Activities (pdf)
- B Disaster Recovery Plan Quarterly Reporting Schedule

10 Introduction to IT Project Reporting (pdf)
- A Document Description and Process Flow (pdf)

15 Departmental Delegated Cost Thresholds

Instructions and Transmittals

17 California Project Management Methodology (CA-PMM) - Updated
18 IT Exemptions
- A Computer Room Construction
- B IT Contract Exemptions Associated with Executive Order S-09-09
- C IT Acquisition Plan Associated with Information Technology Policy Letter 09-06
  - IT Acquisition Plan Request (xls)- The Excel workbook needed to complete the IT Acquisition Plan and Quarterly Updates
  - IT Acquisition Plan XML Schema (xml) - The XML Schema definition for machine readable IT Acquisition Plan reporting
  - IT Acquisition Plan Q&A updated July 7, 2009 (pdf) - OCIO responses to questions submitted by Agencies and departments to assist with the preparation and submittal of the IT Acquisition Plans
20 Feasibility Study Report Preparation Instructions (FSR) (pdf)
- A FSR Executive Approval Transmittal (doc)
- B Project Summary Package (doc)
- C Economic Analysis Workbook (EAW) Package (pdf)
  - EAW Worksheets (xls)
  - EAW Worksheets - Extended (xls)
  - Sample Worksheets (xls)
  - Sample Worksheets - Extended (xls)
30 Special Project Report (SPR) Preparation Instructions (pdf)
- A SPR Executive Approval Transmittal (doc)
- B Project Summary Package (doc)
- C EAW Package (pdf)
  - EAW Worksheets (xls)
  - EAW Worksheets - Extended (xls)
  - Sample Worksheets (xls)
  - Sample Worksheets - Extended (xls)
40 FSR - Reporting Exemption Request (RER) Preparation Instructions (pdf)
- A FSR-RER Executive Approval Transmittal - Form (doc)
- B FSR-RER Request - Form (doc)
45 Information Technology Project Oversight Framework (pdf)
- Appendix A Project Management Practices and Processes (doc)
- Appendix B Project Management Capability Assessment Checklists (doc)
- Appendix C Categories and Examples of IT Project Risk (doc)
- Appendix D Project Risk List (doc)
- Appendix E Project Risk Management Form (doc)
- Appendix F Project Oversight Checklists (doc)
- Appendix G Project Oversight Report (doc)
  - Independent Project Oversight Report - Instructions (pdf)
- Appendix H Definitions and Terms (doc)
50 Instructions for Completing the Post Implementation Evaluation Report (PIER) (pdf)
- A PIER Transmittal Letter for Non-Delegated Projects (doc)
- B PIER Transmittal Letter for Delegated Projects (doc)
- C PIER Cost Worksheets (xls)
55 Information Management Cost Report (pdf)
- A Information Management Cost Report Transmittal (doc)
- B Information Management Cost Worksheets (xls)
57 Information Technology Capital Plan (ITCP) Preparation Instructions (pdf)
- A Segment One, Proposed IT Project Concepts
  - Summary of IT Project Concepts
  - CA-PMM IT Project Concept Toolkit (xls)
- B Segment Two, Approved IT Projects
- C Segment Three, Consolidation
  - Consolidation Plan Reference Manual (pdf)
  - Consolidation Plan Workbook (xls)
- D Segment Four, Security
- E Supplemental Reference Materials and Transmittal
58 Statewide Enterprise Architecture
- A Enterprise Architecture Developers Guide and Executive Transmittals
  - Enterprise Architecture Developers Guide (pdf)
  - Agency Executive Transmittal (doc)
  - Department Executive Transmittal (doc)
  - Secure File Submittal Process (pdf)
- B The Enterprise Architecture Governance Process (pdf)
- C Enterprise Architecture Glossary (pdf)
60 Agency Information Management Strategy (AIMS)
- A AIMS Transmittal Letter (doc)
- B AIMS Annual Certification Letter (doc)
65 Information Security

Certifications

70 IT Security Certifications
80 California Software Management Policy Annual Statement of Compliance (doc)

Guidelines (Optional Use)

SIMM Sections 110 through 200 contain guidelines, models, forms and templates that State agencies will find useful in the management of their IT programs. Use of any of these guidelines is not mandatory, but agencies are encouraged to make use of them if they need help or guidance in a particular area. If there are questions about any of this material, please contact the OTROS Manager at Finance who is assigned to your agency.

110 AIMS Documentation Guidelines (pdf)
120 Software Management Plan Guidelines (pdf)
150 Statewide Internet Security – Model Policy (pdf)
160 Maintenance & Operations Plan Guidelines (pdf)
200 SIMM 200 has been replaced by SIMM 17 in its entirety