State Administrative Manual (SAM)
Management Memos

MM No. 10-04 | SUBJECT: Revision of the Vehicle Home Storage Request/Permit Form STD. 377
Date Issued: 10/25/10 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

MM No. 10-03 | SUBJECT: State Motor Vehicle Insurance Account 2010/11 FY Premium Assessment
Date Issued: 03/11/10 | Date Expires: 06/30/11
Agency: DGS | No. of Originals: 4

MM No. 10-02 | SUBJECT: Architecture Revolving Fund (ARF) Deficit Recovery-Implementation of the Legislatively Mandated ARF Assessment
Date Issued: 01/21/10 | Date Expires: 06/30/13
Agency: DGS | No. of Originals: 7

MM No. 10-01 | SUBJECT: Carpet Purchases to Meet Environmentally Preferable Criteria
Date Issued: 12/31/09 | Date Expires: 12/31/10
Agency: DGS | No. of Originals: 2

MM No. 09-04 | SUBJECT: Procedures for Energy Management in State Buildings During Normal Operations and Electrical Emergencies
Date Issued: 10/30/09 | Date Expires: Until Superseded
Agency: DGS | No. of Originals: 14

MM No. 09-03 | SUBJECT: Advertising Requirements in the California State Contracts Register for Projects Funded by the American Recovery and Reinvestment Act of 2009
Date Issued: 06/10/09 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

MM No. 09-02 | SUBJECT: State Motor Vehicle Insurance Account 2009/10 FY Premium Assessment
Date Issued: 04/24/09 | Date Expires: 06/30/10
Agency: DGS | No. of Originals: 4

MM No. 09-01 | SUBJECT: Asbestos Notification to Employees
Date Issued: 02/12/09 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 1

MM No. 08-13 | SUBJECT: Travel Agency Agreement
Date Issued: 07/01/08 | Date Expires: 09/30/09
Agency: DGS | No. of Originals: 3

MM No. 08-12 | SUBJECT: Discount Airfares For Official State Business
Date Issued: 07/01/08 | Date Expires: 06/30/09
Agency: DGS | No. of Originals: 7

MM No. 08-11 | SUBJECT: Safeguarding Against and Responding to a Breach of Security Involving Personal Information
Date Issued: 11/06/08 | Date Expires: Until Rescinded
Agency: OISPP | No. of Originals: 6

MM No. 08-10 | SUBJECT: Update to Industry Standard Terminology for Disaster Recovery
Date Issued: 11/06/08 | Date Expires: Until Rescinded
Agency: OISPP | No. of Originals: 1

MM No. 08-09 | SUBJECT: Request For and Approval to Release Personal Information for Research
Date Issued: 08/15/08 | Date Expires: Until Rescinded
Agency: OISPP | No. of Originals: 3

MM No. 08-08 | SUBJECT: Payment Process for Meeting, Conference, and Event Related Expenses
Date Issued: 07/01/08 | Date Expires: Until Rescinded
Agency: DGS | No. of Orginals: 2

MM No. 08-07 | SUBJECT: Information Technology Capital Planning Process, Forms and Instructions; Revision of the State Administrative Manual Sections Related to the Establishment of the Office of the State Chief Information Officer; Revisions to the Statewide Information Management Manual
Date Issued: 06/30/08 | Date Expires: 01/01/13
Agency: CIO | No. of Originals: 5

MM No. 08-06 | SUBJECT: State Motor Vehicle Insurance Account 2008/09 FY Premium Assessment
Date Issued: 04/28/08 | Date Expires: 04/28/09
Agency:DGS | No. of Originals: 4

MM No. 08-05 | SUBJECT: Increases to the Dollar Threshold Levels for Conducting Informal Solicitations and for Using Specific Leveraged Procurement Agreements (Retired 02/08/2012, all pertinent information currently resides in the State Contracting Manual, Volumes 2 and 3)
Date Issued: 04/22/08 | Date Expires: Retired 02/08/12
Agency: DGS | No. of Originals: 2

MM No. 08-04 | SUBJECT: Minimum Fuel Economy Standards Policy
Date Issued: 03/14/08 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

MM No. 08-03 | SUBJECT: Disabled Veteran Business Enterprise (DVBE) Incentive Program for Public Works Construction, Service, Leasing, Materials Testing and Related Contracts.
Date Issued: 03/05/08 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 9

MM No. 08-02 | SUBJECT: Restructure of SAM 4840-4845, Creation of New SAM Sections 5300-5399, Revised Forms and Instructions
Date Issued: 02/19/08 | Date Expires: Until Rescinded
Agency: OISPP | No. of Originals: 6 

MM No. 08-01 | SUBJECT: Asbestos Notification to Employees
Date Issued: 02/14/08 | Date Expires: 01/01/09
Agency: DGS | No. of Originals: 1

MM No. 07-10 SUBJECT: Increases to the Dollar Thresholds For Conducting Informal Competitive Solicitations For Non-IT Goods and IT Goods and Services and For Specific Leveraged Procurement Agreements
Date Issued: 12/10/07 Date Expires: 12/10/08
Agency:DGS No. of Originals: 2

MM No. 07-09 SUBJECT: Removal of Confidential, Sensitive or Personal Information From State-Owned Surplus Personal Property and State-Owned Surplus Vehicles
Date Issued: 10/11/07 Date Expires: Until Rescinded
Agency: DGS No. of Originals: 3

MM No. 07-08 SUBJECT: Commercial Rental Car Forms of Payment
Date Issued: 08/16/07 Date Expires: Until Rescinded
Agency: DGS No. of Originals: 4

MM No. 07-07 SUBJECT: State of California Travel Agency Agreement
Date Issued: 07/24/07 Date Expires: 06/30/08
Agency: DGS No. of Originals: 3

MM No. 07-06 SUBJECT: Contracts For Printing
Date Issued: 06/21/07 Date Expires: Until Rescinded
Agency: DGS No. of Originals: 9

MM No. 07-05 SUBJECT: State Motor Vehicle Insurance Account 2007/08 FY Premium Assessment
Date Issued: 03/06/07 Date Expired: 03/06/08
Agency: DGS No. of Originals: 4

MM No. 07-04 SUBJECT: Guidelines Regarding Follow-on Contracts:  Policy and Review Process
Date Issued: 03/02/07 Date Expires: Until Rescinded
Agency: DGS No. of Originals: 7

MM No. 07-03 SUBJECT: Policies and Procedures for Automated External Defibrillators (AED) in State-Owned and Leased Facilities
Date Issued: 02/06/07 Date Expires: 02/06/08
Agency: DGS No. of Originals: 8

MM No. 07-02 SUBJECT: Uniform Standards for Information Technology Procurement
Date Issued: 01/05/07 Date Expired: 01/05/08
Agency: DGS No. of Originals: 7

MM No. 07-01 SUBJECT: Asbestos Notification to Employees
Date Issued: 01/02/07 Date Expires: 01/02/08
Agency: DGS No. of Originals: 2

MM No. 06-14 SUBJECT: Financed Agreements For Tangible Assets
Date Issued: 09/08/06 Date Expires: 09/08/07
Agency: DGS No. of Originals: 5

MM No. 06-13 SUBJECT: State Agency Obligations Under The Sweat Free Code Of Conduct
Date Issued: 08/31/06 Date Expires: Until Rescinded
Agency: DGS No. of Originals: 4

MM No. 06-12 SUBJECT: Protection of Information Assets
Date Issued: 08/31/06 Date Expires: Until Rescinded
Agency: DOF No. of Originals: 3

MM No. 06-11 SUBJECT: Discount Airfares for Official State Business
Date Issued: 07/31/06 Date Expires: 06/30/07
Agency: DGS No. of Originals: 13

MM No. 06-10 SUBJECT: Management of Personal Communications Devices (PCDs)
Date Issued: 07/20/06 Date Expires: One year from issue date
Agency: DTS No. of Originals: 4

MM No. 06-09 SUBJECT: Travel Agency Agreement
Date Issued: 06/15/06 Date Expires: 06/30/07
Agency: DGS No. of Originals: 3

MM No. 06-08 SUBJECT: Carpet Purchases to Meet Environmentally Preferable Criteria
Date Issued: 05/15/06 Date Expires: 05/15/2007
Agency: DGS No. of Originals: 3

MM No. 06-07 SUBJECT: Revised Vehicle Acquisition Request Form-OFA 160
Date Issued: 01/31/06 Date Expires: 01/31/07
Agency: DGS No. of Originals: 2

MM No. 06-06 SUBJECT: State Vehicle Utilization Standards
Date Issued: 01/31/06 Date Expires: 01/31/07
Agency: DGS No. of Originals: 3

MM No. 06-05 SUBJECT: State-Owned and Leased Motor Vehicle Report
Date Issued: 01/15/06 Date Expires: 01/15/07
Agency: DGS No. of Originals: 5

MM No. 06-04 SUBJECT: State Motor Vehicle Insurance Account 2006/07 FY Premium Assessment
Date Issued: 02/07/06 Date Expires: 02/07/07
Agency: DGS No. of Originals: 4

MM No. 06-03 SUBJECT: Vehicle Purchase and Lease Policy
Date Issued: 01/31/06 Date Expires: Until Rescinded
Agency: DGS No. of Originals: 2

MM No. 06-02 SUBJECT: 2006 Commercial Car Rental Contracts
Date Issued: 01/11/06 Date Expires: 12/31/08
Agency: DGS No. of Originals: 3

MM No. 06-01 SUBJECT: Asbestos Notification to Employees
Date Issued: 01/02/06 Date Expires: 01/02/07
Agency: DGS No. of Originals: 1

MM No. 05-18 SUBJECT: Utilization of State Owned or State Leased Facilities by State Agencies
Date Issued: 12/06/05 Date Expires: Until Rescinded
Agency: DGS/RESD No. of Originals: 1

MM No. 05-17 SUBJECT: Assessments Levied by Local Government Agencies
Date Issued: 06/23/05 Date Expires: Until Rescinded
Agency: DGS/RESD No. of Originals: 3

MM No. 05-16 SUBJECT: Guidance for Proper Management of Fluorescent Lamps by State Agencies
Date Issued: 10/19/05 Date Expires: 10/19/06
Agency: DGS No. of Originals: 4

MM No. 05-15 SUBJECT: Discount Airfares For Official State Business
Date Issued: 10/03/05 Date Expires: 06/30/06
Agency: DGS No. of Originals: 8

MM No. 05-14 SUBJECT: Procedures For Energy Management In State Buildings During Normal Operations And Electrical Emergencies
Date Issued: 08/16/05 Date Expires: Until Superseded
Agency: DGS No. of Originals: 3

MM No. 05-13 SUBJECT: Requirements for Reconciling the State's Motor Vehicle and General Use Mobile Equipment Inventory
Date Issued: 08/10/05 Date Expires: 08/10/06
Agency: DGS No. of Originals: 2

MM No. 05-12 SUBJECT: Official State of California Fuel Card US Bank Voyager Fleet Systems Inc.
Date Issued: 07/21/05 Date Expires: 07/21/06
Agency: DGS No. of Originals: 2

MM No. 05-11 SUBJECT: Requirements for the use of Strategically Sourced Statewide Contracts
Date Issued: 07/01/05 Date Expires: Until Rescinded
Agency: DGS No. of Originals: 3

MM No. 05-10 SUBJECT: Discount Airfares for Official State Business
Date Issued: 06/21/05 Date Expires: 06/30/06
Agency: DGS No. of Originals: 11

MM No. 05-09 SUBJECT: General Services Charge Card (GS971)
Date Issued: 06/14/05 Date Expire: 06/14/06
Agency: DGS No. of Originals: 3

MM No. 05-08 SUBJECT: Requirements for the new Acquisition or Replacement of Motor Vehicles and General use Mobile Equipment
Date Issued: 05/17/05 Date Expires: 05/16/06
Agency: DGS No. of Originals: 7

MM No. 05-07 SUBJECT: Travel Agency Agreement
Date Issued: 05/20/05 Date Expires: 06/30/06
Agency: DGS No. of Originals: 3 

MM No. 05-06 SUBJECT: American Express Travel Payment System Contract Extension
Date Issued: 03/08/05 Date Expires: 01/31/06
Agency: DGS No. of Originals: 2

MM No. 05-05 SUBJECT: State Motor Vehicle Insurance Account 2005/06 FY Premium Assessment
Date Issued: 02/22/05 Date Expires: 02/22/06
Agency: DGS No. of Originals: 4

MM No. 05-04 SUBJECT: Medical Services Contracts
Date Issued: 01/26/05 Date Expires: 01/26/06
Agency: DGS No. of Originals: 3

MM No. 05-03 SUBJECT: New Requirements for Commercially Useful Function Affecting Small, Micro, and Disabled Veteran Business Enterprises
Date Issued: 01/18/05 Date Expires: 01/18/06
Agency: DGS No. of Originals: 4

MM No. 04-22 SUBJECT: State-Owned or Leased Motor Vehicles
Date Issued: 10/25/04 Date Expires: 9/30/05
Agency: DGS No of Originals: 5

MM No. 04-21 SUBJECT: Out-of-State Travel
Date Issued: 7/28/04 Date Expires: 7/28/05
Agency: DOF No. of Originals: 1

MM No. 04-20 SUBJECT: Vehicle Purchase and Lease Policy
Date Issued: 7/06/04 Date Expires: 7/06/05
Agency: DGS No. of Originals: 2

MM No. 04-18 SUBJECT: Assessments Levied by Local Government Agencies
Date Issued: 6/24/04 Date Expires: 6/24/05
Agency: DGS/RESD No. of Originals: 2

MM No. 04-17 SUBJECT: Department of General Services Building Occupancy
Date Issued: 6/24/04 Date Expires: 6/24/05
Agency: DGS No. of Originals: 1

MM No. 04-16 SUBJECT: Preventative Maintenance of State Vehicles
Date Issued: 6/14/04 Date Expires: 6/30/05
Agency: DGS No. of Originals: 2

MM No. 04-15 SUBJECT: State First Aid (FA) / Cardiopulmonary Resuscitation (CPR) Training Program
Date Issued: 6/01/04 Date Expires: 6/01/05
Agency: DGS No. of Originals: 2 

MM No. 04-10 SUBJECT: Management of Personal Communications Devices (PCDs)
Date Issued: 6/1/2004 Date Expires: 6/1/2005
Agency: DGS No. of Originals: 4

MM No. 04-09 SUBJECT: Guidelines Regarding Follow-On Contracts: Policy and Review Process
Date Issued: 3/30/04 Date Expires: 3/31/05
Agency: DGS No. of Originals: 6

MM No. 04-08 SUBJECT: State Telecommunications Vision, Strategy, and Policy
Date Issued: 3/4/04 Date Expires: Until Superseded
Agency: DGS No. of Originals: 6

MM No. 04-07 Revision 1 SUBJECT: Smoking Prohibitions in or Near DGS Controlled Space and Vehicles
Date Issued: 7/26/04 Date Expires: Until Rescinded
Agency: DGS No. of Originals: 2

MM No. 03-18 SUBJECT: Acquisition of State Vehicles
Date Issued: 10/01/03 Date Expires: October 01, 2005 Agency: DGS
No. of Originals: 5

MM No. 03-16 SUBJECT: Reporting Work-Connected Fatalities and Serious Injuries.
Date Issued: 8/11/03 Date Expires: Until Rescinded Agency: DGS
No. of Originals: 1

MM No. 03-09 SUBJECT: State Contract and Procurement Registration System (SCPRS) 
Date Issued: 5/12/03 Date Expires: Until Revoked Agency: DGS
No. of Originals: 2

MM No. 03-08 SUBJECT: Alternative Formats
Date Issued: 5/9/03 Date Expires: Until Rescinded Agency: Dept. of Rehab. 
No. of Originals: 5

MM No. 03-04 SUBJECT: Use of California Multiple Award Schedule and Master Agreement for the Acquisition of Large-Scale Information Technology (IT) System Integration Projects 
Date Issued: 03/17/03 Date Expires: Until Rescinded Agency: DGS
No. of Originals: 1

MM No. 03-03 SUBJECT: Motor Vehicle Accident Reporting 
Date Issued: 02/26/03 Date Expires: Until Superceded Agency: DGS
No. of Originals: 1

MM No. 02-22 SUBJECT: Procuring Printing Services
Date Issued: 12/09/02 Date Expires: No Expiration Agency: DGS
No. of Originals: 1

MM No. 02-18 SUBJECT: Cancellation of Oracle Enterprise License Agreement
Date Issued: 08/18/02 Date Expires: No Expiration Agency: DGS
No. of Originals: 1

MM No. 02-09 SUBJECT: Statewide Emergency Communication Protocol for State Facilities and State Employees
Date Issued: 04/05/02 Date Expires: Until Superseded Agency: DGS
No. of Originals: 1

MM No. 02-04 SUBJECT: Motor Vehicle Accident Reporting and Investigations
Date Issued: 02/01/02 Date Expires: Until Rescinded Agency: DGS
No. of Originals: 1

MM No. 02-02 SUBJECT: Vehicle Replacement Policy
Date Issued: 01/11/02 Date Expires: When Rescinded Agency: DGS
No. of Originals: 1

MM No. 01-22 SUBJECT: Re-Refined Oil
Date Issued: 11/07/01 Date Expires: When Rescinded Agency: DGS
No. of Originals: 1

MM No. 01-18 SUBJECT: Location of State Owned and Leased Offices
Date Issued: 09/12/01 Date Expires: Until Rescinded or Superseded
Agency: DGS No. of Originals: 2

MM No. 01-17 SUBJECT: Energy Management Business Continuity Planning and Stage 3 Readiness Policy
Date Issued: 08/22/01 Date Expires: When Rescinded Agency: DOIT
No. of Originals: 3

MM No. 01-16 SUBJECT: State Agency Requirements Regarding Preventive Energy Management
Date Issued: 08/01/01 Date Expires: When Rescinded Agency: DOIT
No. of Originals: 4

MM No. 01-14 SUBJECT: Procurement of Energy Efficient Products
Date Issued: 07/20/01 Date Expires: When Rescinded Agency: DGS
No. of Originals: 2

MM No. 01-13 SUBJECT: Information Technology Communication and Conservation Plan for Energy Management
Date Issued: 06/18/01 Date Expires: When Rescinded Agency: DOIT
No. of Originals: 10

MM No. 01-07 SUBJECT: Implementation of Required Employee Benefits in Specified Personal Services Contracts
(Rescinds MM 00-07) Date Issued: 05/17/01 Date Expires: No Expiration Agency: DGS No. of Originals: 5

MM No. 00-15 SUBJECT: Changes In Contracting Processes For Service Contracts & Consulting Services Contracts
Date Issued: 12/29/00 Date Expires: No Expiration Agency: DGS
No. of Originals: 2

MM No. 00-14 SUBJECT: Privacy Policy
Date Issued: 12/19/00 Date Expires: Until Rescinded/ Superseded Agency: DGS No. of Originals: 1

MM No. 00-13 SUBJECT: Energy Management in State Facilities During Wintertime Electrical Emergencies
Supplemental to MM 99-13 and 00-06 Date Issued: 12/06/00 Date Expires: Until Superseded Agency: DGS No. of Originals: 5

MM No. 00-06 SUBJECT: Energy Management in State Facilities During Electrical Emergencies
Supplemental to MM 99-13
Date Issued: 08/10/00 Date Expires: Until Superseded Agency: DGS
No. of Originals: 6

MM No. 00-02 SUBJECT: Computer Software Contract Language
Date Issued: 03/17/00 Date Expires: When rescinded Agency: DGS
No. of Originals: 3

MM No. 99-13 SUBJECT: Energy Management in State Facilities
Date Issued: 09/13/99 Date Expires: When rescinded Agency: DGS
No. of Originals: 4

MM No. 99-10 SUBJECT: Year 2000 Executive Order and Information Technology Projects
Date Issued: 07/20/99 Date Expires: When rescinded Agency: DOIT
No. of Originals: 3

MM No. 98-17 SUBJECT: Conducting Information Technology (EDP and Telecommunications) Procurements
Date Issued: 08/31/98 Date Expires: Until Revoked Agency: DGS DOIT
No. of Originals: 2

MM No. 98-16 SUBJECT: Conducting Information Technology (EDP and Telecommunications) Procurements
Date Issued: 08/31/98 Date Expires: Until Revoked Agency: DGS DOIT
No. of Originals: 1

MM No. 98-14 SUBJECT: Glove Box Directory of Approved Auto Repair Facilities
Date Issued: 07/31/98 Date Expires: When Rescinded Agency: DGS
No. of Originals: 1

MM No. 98-04 SUBJECT: Minority and Women Business Enterprise Participation Requirements For State Contracting
Date Issued: 03/10/98 Date Expires: Until Rescinded Agency: DGS No. of Originals: 4

MM No. 97-14 SUBJECT: Information Technology Contract Clauses and Documentation Requirements
Date Issued: 10/24/97 Date Expires: Until rescinded Agency: DGS/DOIT
No. of Originals: 3

MM No. 96-20 SUBJECT: Costs for Administration of Collective Bargaining Litigation, and Arbitration
Date Issued: 07/19/96 Date Expires: Indefinite Agency: DOF
No. of Originals: 1

MM No. 95-20 SUBJECT: Expenditure Authorization Controls
Date Issued: 07/18/95 Date Expires: Until Superseded Agency: DOF
No. of Originals: 5

MM No. 95-17 SUBJECT: Personal Leave Program
Date Issued: 07/18/95 Date Expires: Indefinite Agency: DOF
No. of Originals: 1