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 Technology Agency who is assigned to your agency.
Schedules and Reporting Requirements
- 05 Reporting Schedules
- 10 Introduction to IT Project Reporting (pdf)
- 15 Departmental Delegated Cost Thresholds
Instructions, Standards, Forms, Transmittals, and Certifications
- 17 California Project Management Methodology (CA-PMM) - Updated
- 18 IT Exemptions
- 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)
- EAW Worksheets (xls)
- D Questionnaire (doc) for Information Security and Privacy Components in Feasibility Study Reports and Project- Related Documents
- A FSR Executive Approval Transmittal (doc)
- 25 IT Accessibility Resources Guide (pdf)
- 28 Formal Information Technology Solicitation Review
- 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)
- EAW Worksheets (xls)
- A SPR Executive Approval Transmittal (doc)
- 40 FSR - Reporting Exemption Request (RER) Preparation Instructions (pdf)
- A FSR-RER Executive Approval Transmittal - Form (doc)
- B FSR-RER Request - Form (doc)
- A FSR-RER Executive Approval Transmittal - Form (doc)
- 45 Information Technology Project Oversight Framework (pdf)
- Appendix A Project Management Practices and Processes (pdf)
- Appendix B Project Management Capability Assessment Checklists (doc)
- Appendix C Categories and Examples of IT Project Risk (pdf)
- Appendix D Project Risk List (pdf)
- Appendix E Project Risk Management Form (doc)
- Appendix F Project Oversight Checklists (doc)
- Appendix G Project Oversight Report (doc)
- Appendix H Definitions and Terms (pdf)
- Appendix A Project Management Practices and Processes (pdf)
- 47 Tablet Device Justification
- A Tablet Device Purchase Justification - Form (doc)
- B Tablet Device Purchase Justification Instructions - Form (doc)
- C Tablet Device Purchase FAQs (doc)
- A Tablet Device Purchase Justification - Form (doc)
- 48 Smartphone Usage
- A Smartphone Use Justification - Form (doc)
- B Smartphone Use Justification Form Instructions - Form (doc)
- C Approval Process for Smartphone Usage (pdf)
- D Smartphone Use Requests FAQs (doc)
- A Smartphone Use Justification - Form (doc)
- 50 Instructions for Completing the Post Implementation Evaluation Report (PIER) (pdf)
- 55 SIMM Section 55 – Information Technology Cost Report
- 57 Information Technology Capital Plan (ITCP) Preparation Instructions (doc)
- A Segment One, Proposed IT Project Concepts
- B Segment Two, Approved IT Projects
- Supplemental Reference Materials and Transmittal
- 58 Statewide Enterprise Architecture
- A Enterprise Architecture Developers Guide and Executive Transmittals
- B The Enterprise Architecture Governance Process (pdf)
- C Enterprise Architecture Glossary (pdf)
- D Enterprise Architecture Standards
- 60 Agency Information Management Strategy (AIMS)
- A AIMS Transmittal Letter (doc)
- B AIMS Annual Certification Letter (doc)
- A AIMS Transmittal Letter (doc)
- 65 Information Security Instructions and Forms
- A Disaster Recovery Documentation for Agencies Preparation Instructions
- B Agency Information Security Incident Notification and Reporting Instructions
- C Agency Information Security Incident Report
- D Requirements to Respond to Incidents Involving a Breach of Personal Information (pdf)
- E Remote Access Agreement (doc)
- 66 Information Security Standards
- A Telework and Remote Access Security Standard (pdf)
- B Social Media Standard (pdf)
- 67 Data Center Consolidation Survey and Assessment
- 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 Technology Agency representative who is assigned to your agency.
- 110 AIMS Documentation Guidelines (pdf)
- 120 Software Management Plan Guidelines (pdf)
- 125 Low Power Computing Guidelines (pdf)
- 158 Enterprise Architecture Practices (pdf)
- 160 Maintenance & Operations Plan Guidelines (pdf)
- 200 SIMM 200 has been replaced by SIMM 17 in its entirety
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