The following documents and schedule for submission are located on the California Department of Technology’s State Information Management Manual (SIMM) website. The State Administrative Manual (SAM) policy references are located on the Department of General Services website: State Administrative Manual (SAM).
| Report/Activity | Source | Instructions to Agencies and State Entities | Send To | Due Dates |
|---|---|---|---|---|
| Software Management Policy Annual Statement of Compliance | SIMM 80 and 120 SAM Section 4846.2 | Retain annual certification along with summary of updated inventories for three years. | Each agency CIO shall retain internally for three years. | Annually, January. |
| Information Technology Cost Report | SIMM 55 inform SAM Section 4903.2 TL 17-01 PG-002 | Send electronic versions of the completed IT Cost Report Template and the signed and scanned Transmittal Letter. When naming each document, use your Agency or state entity code followed by your departmental acronym at the front of each file name (e.g., 8860_DOF_ITCostReport_ FY20xx-xx.xls) | Department of Technology Secure Automated File Exchange (SAFE) system. | Annually by February 1. |
| Information Management Organization | SAM Section 4903.1 | Send electronic version of organization charts to the Department of Technology. | Department of Technology Statewide IT Policy Office | Annually, June. |
| Agency Information Management Strategy (AIMS) and Certification | SIMM 60 and 110 SAM Sections 4900.3 and 4900.5 | Retain annual certification and AIMS documents internally. Submittal to the Department of Technology is suspended until further notice. | Each agency CIO shall retain internally for three years. | Annually, August. |
| Enterprise Architecture (EA) Construction Review | SIMM 58 and 158 SAM Sections 4819.31 and 4906 ITPL 09-03. | Reporting instructions will be provided at a later date. | Department of Technology EA | Report completion and submittal is suspended until further notice from the Department of Technology. |