TO:
Agency Chief Information Officers (AIO)
Chief Information Officers (CIO)
Agency Information Security Officers (AISO)
Information Security Officers (ISO)
SUBJECT:
SIMM 19A.5- 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:
- Cover Sheet: Added PDL entry on the Portfolio Summary.
- PDL: Added a PDL worksheet with modified column headers.
- Business Rules: Added PDL section.
- References and Instructions: Added PDL column.
- Dropdown Values: Added PDL chapters and modified the Strategic Plan dropdown.
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:
Questions regarding this announcement may be directed to the CDT, Office of Statewide Project Delivery (OSPD) at ProjectOversight@state.ca.gov.