TO:
Agency Chief Information Officers (AIO)
Agency Information Security Officers (AISO)
Chief Information Officers (CIO)
Information Security Officers (ISO)
SUBJECT:
PS 027 – Agency/State Entity Portfolio Report Update
BACKGROUND:
The Project Approval Lifecycle (PAL) outlined in Statewide Information Management Manual (SIMM) 19 is a structured framework for planning to maximize the likelihood of successful project completion. To aid agencies/state entities in monitoring their ongoing Information Technology (IT) initiatives, SIMM 19A.5 provides the Agency/State Entity Portfolio Report, a portfolio tracking template. This report enables agencies/state entities to provide updates on all active IT projects and serves as a reference point for periodic discussions with management and executives at the California Department of Technology (CDT).
Minor changes were made to SIMM 19A.5 to improve the report quality.
PURPOSE:
The purpose of this Procedures/Standards update is to announce:
- Minor format and content updates were made to SIMM 19A.5:
- ‘SP-Delegated’ tab was removed.
- A new tab ‘Business Rules’ was added. This tab is for entry and exit guidelines for projects.
- A new column for ‘PAL Completion/Approval Date’ was added to the ‘Non-Delegated – Delegated’ tab. This allows CDT to see that a delegated project was approved, and to measure the time an agency/state entity spent in the PAL.
- A new column for ‘Statewide Strategic Plan’ was added to the ‘PAL’ and ‘NonDelegated – Delegated’ tabs. This was added to establish alignment of the projects/efforts with the Statewide Strategic Plan.
REFERENCES:
The following reference materials are associated with this Procedures/Standards Update. SIMM is available on the CDT’s website located at https://cdt.ca.gov/policy/simm/.
- SIMM 19
QUESTIONS:
Direct questions regarding this announcement to the Department of Technology, Office of Statewide Project Delivery (OSPD) at ProjectOversight@state.ca.gov.