Management Memos (MM) provide information to state departments relating to:

  • Matters that need immediate attention.

  • Temporary instructions, reminders, or other material that will not be included in the State Administrative Manual (SAM).

  • SAM management policies (material to be included in SAM).

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MM No. 19-01 | SUBJECTBuy Clean California Act

Date Issued03/21/19 | Date ExpiresJanuary 01, 2020 

AgencyDGS | No. of Originals: 2

MM No. 18-03 | SUBJECT: Electronic Signatures, Electronic Transactions and Electronic Record Management Policy

Date Issued: 05/04/18 | Date Expires: May 01, 2019 or when incorporated into SAM

Agency: DGS | No. of Originals: 8

 

MM No. 18-02 | SUBJECT: State Motor Vehicle Insurance Account 2018-19 Fiscal Year Premium Assessment

Date Issued: 04/02/18 | Date Expires: 06/30/19

Agency: DGS | No. of Originals: 4

 

MM No. 18-01 | SUBJECT: DGS Delegation of Public Works Projects to Client Agencies

Date Issued: 03/28/18 | Date Expires: When incorporated into SAM

Agency: DGS | No. of Originals: 5

 

MM No. 17-06 | SUBJECT: E-Waste Disposal
Date Issued: 11/27/17 | Date Expires: May 01, 2018 or when incorporated into SAM
Agency: DGS | No. of Originals: 3

MM No. 17-05 | SUBJECT: Fleet Asset Replacement Schedule Criteria
Date Issued: 11/01/17 | Date Expires: May 01, 2018 or when incorporated into SAM
Agency: DGS | No. of Originals: 3

MM No. 17-04 | SUBJECT: Zero Net Energy for New and Existing State Buildings
Date Issued: 10/16/17 | Date Expires: October 01, 2018 or when incorporated into SAM
Agency: DGS | No. of Originals: 4

MM No. 17-03 | SUBJECT: Electronic Signatures, Electronic Transactions and Electronic Record Management Policy
Date Issued: 10/16/17 | Date Expires: May 01, 2018 or when incorporated into SAM
Agency: DGS | No. of Originals: 8

MM No. 17-02 | SUBJECT:Abbreviated Fleet Acquisition Process 
Date Issued: 08/16/17 | Date Expires: May 01, 2018 or when incorporated into SAM
Agency: DGS | No. of Originals: 3

MM No. 17-01 | SUBJECT: State Motor Vehicle Insurance Account 2017-18 Fiscal Year Premium Assessment
Date Issued: 03/27/17 | Date Expires: June 30, 2018
Agency: DGS | No. of Originals: 4

MM No. 16-07 | SUBJECT:  Zero-Emission Vehicle Purchasing and Electric Vehicle Service Equipment Infrastructure Requirements 
Date Issued: 12/02/16 | Date Expires: Until Rescinded or incorporated into the State Administrative Manual
Agency: DGS | No. of Originals: 12

MM No. 16-04 | SUBJECT: Government Claims Program Transfer to Department of General Services 
Date Issued:
06/29/16 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

 MM No. 16-03 | SUBJECT: Reporting Acquisitions of Goods and Services in the State Contracting and Procurement Registration System (SCPRS) 
Date Issued: 06/17/16 | Date Expires: Until Rescinded or Superseded
Agency: DGS | No. of Originals: 3

 

MM No. 16-02 | SUBJECT: State Fleet Acquisition Process 
Date Issued: 02/09/16 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 3

MM No. 15-07 | SUBJECT: Diesel, Biodiesel, and Renewable Hydrocarbon Diesel Bulk Fuel Purchases 
Date Issued: 12/9/15 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

 

MM No. 15-06 | SUBJECT: State Buildings and Grounds Maintenance and Operation 
Date Issued: 10/15/15 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 6
Note: Links updated 09/2016

MM No. 15-05 | SUBJECT: Policy And Procedures For Acquiring Modular Systems Furniture
Date Issued: 07/17/15 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 3

MM No. 15-04 | SUBJECT: Energy Use Reduction For New, Existing, And Leased Buildings
Date Issued: 05/13/15 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 5

MM No. 15-03 | SUBJECT: Minimum Fuel Economy Standards Policy
Date Issued: 04/28/15 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 4

MM No. 15-01 | SUBJECT: State Motor Vehicle Insurance Account 2015-16 Fiscal Year Premium Assessment
Date Issued: 03/18/15 | Date Expires: June 30, 2016
Agency: DGS | No. of Originals: 4

MM No. 14-09 | SUBJECT: Energy Efficiency in Data Centers and Server Rooms
Date Issued: 10/10/14 - Updated 12/15/15 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

MM No. 14-08 | SUBJECT: State Telecommunications Vision, Strategy And Policy
Date Issued: 09/25/14 | Date Expires: Until Rescinded
Agency: Department of Technology | No. of Originals: 7

MM No. 14-07 | SUBJECT: Standard Operating Procedures For Energy Management In State Buildings
Date Issued: 07/31/14 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

MM No. 14-06 | SUBJECT: Strategically Sourced Statewide Contracts 
Date Issued: 06/03/14 | Date Expires: Until Superseded
Agency: DGS | No. of Originals: 1

MM No. 14-05 | SUBJECT: Indoor Environmental Quality: New, Renovated, And Existing Buildings 
Date Issued: 05/21/14 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 8

MM No. 14-03 | SUBJECT: State Travel Booking Through CalTravelStore Or Concur Travel 
Date Issued: 03/6/14 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 3

MM No. 14-02 | SUBJECT:  Water Efficiency And Conservation
Date Issued: 01/13/14 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 4

MM No. 14-01 | SUBJECT:  Bargaining Unit Notification Of Proposed Personal Services Contracts
Date Issued: 01/09/14  Date Expires: Rescinded 12/19/16 MM16-08 Incorporated SCM Vol. 1
Agency: DGS | No. of Originals: 3
MM No. 13-08 | SUBJECT:  Warehouse Utilization Guidelines
Date Issued: 10/08/13  Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 5

MM No. 13-07 | SUBJECT:  Print Mail Policies
Date Issued: 10/08/13  Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

MM No. 13-06 | SUBJECT:  Procedures For Energy Management In State Buildings During Electrical Emergencies
Date Issued: 07/11/13  Date Expires: Until Superseded
Agency: DGS | No. of Originals: 4

MM No. 13-04 | SUBJECT: Zero-Emission Vehicle Implementation Plan
Date Issued: 01/22/13  Date Expires: Until Rescinded. Superseded by MM No. 16-02
Agency: DGS | No. of Originals: 4

MM No. 13-03 | SUBJECT: Vehicle Home Storage Permits
Date Issued: 01/22/13  Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 8

MM No. 13-02 | SUBJECT: State Fleet Annual Acquisition Plan
Date Issued: 01/14/13  Date Expires: Until Rescinded. Superseded by MM No. 16-02
Agency: DGS | No. of Originals: 4

MM No. 13-01 | SUBJECT: State Fleet Asset Oversight
Date Issued: 01/14/13  Date Expires: Until Rescinded.
Agency: DGS | No. of Originals: 4

MM No. 12-08 | SUBJECT: State of California Fleet Card Program Procedures
Date Issued: 12/26/12 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 3

MM No. 12-07 | SUBJECT: Contracts for Public Relations Services
Date Issued: 12/14/12 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

MM No. 12-06 | SUBJECT: Reconditioned, Used, or Remanufactured Automotive Parts; Re-Refined or Synthetic Motor Oil and Lubricants
Date Issued: 05/18/12 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 2

MM No. 12-02| SUBJECT: Disposition of State Owned Computers, Laptops, Monitors and Components to Non-Profit Public Computer Centers
Date Issued: 02/16/12 l Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 4

MM No. 12-01| SUBJECT: Removal of Confidential, Sensitive or Personal Information From State-Owned Surplus Personal Property, Information Assets, and State-Owned Surplus Vehicles
Date Issued: 02/16/12 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 4

MM No. 11-05 | SUBJECT: Bidding Exemption for Training Services
Date Issued: 11/28/11 | Date Expires: Until Revoked
Agency: DGS | No. of Originals: 2

MM No. 11-04 | SUBJECT: Defensive Driver Training - Online Course
Date Issued: 07/18/11 | Date Expires: Until Superseded
Agency: DGS | No. of Originals: 4

MM No. 11-03 Rev. 1 | SUBJECT: Reduction of Cell Phones, Smartphones, and Cell Devices Pursuant to Executive Order B-1-11 and the Removal of Confidential, Sensitive or Personal Information
Date Issued: 07/14/11 | Date Expires: Rescinded 12/19/16 MM16-08
Agency: DGS | No. of Originals: 2

MM No. 11-01 | SUBJECT: Cost-Effective Reuse of Surplus Furniture
Date Issued: 02/11/11 | Date Expires: Until Rescinded
Agency: DGS | No. of Originals: 3
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. 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: Rescinded 12/19/16 MM16-08
Agency: DGS | No. of Originals: 2

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. 08-05 | 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. 08-03 | 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: Rescinded 12/19/16 MM16-08 Updated content incorporated in SCM Vol. 2
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. 07-08 SUBJECT: Commercial Rental Car Forms of Payment
Date Issued: 08/16/07 Date Expires: Rescinded 12/19/16 MM16-08  Updated content in State Travel Bulletins
Agency: DGS  No. of Originals: 4

MM No. 07-06 SUBJECT: Contracts For Printing
Date Issued: 06/21/07 Date Expires: Until Rescinded (Corrected FAQs 11/15/13)
Agency: DGS  No. of Originals: 9

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

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. 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. 03-16 SUBJECT: Reporting Work-Connected Fatalities and Serious Injuries.
Date Issued: 8/11/03 Date Expires: Rescinded 12/19/16 MM16-08 Codified 2003
Agency: DGS No. of Originals: 1

MM No. 03-08 SUBJECT: Alternative Formats (MSword)
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 Superseded
Agency: DGS No. of Originals: 1

MM No. 02-22 SUBJECT: Procuring Printing Services
Date Issued: 12/09/02 Date Expires: Rescinded 12/19/16 MM16-08  Incorporated in SAM Chapter 2800
Agency: DGS  No. of Originals: 1

MM No. 02-18 SUBJECT: Cancellation of Oracle Enterprise License Agreement
Date Issued: 08/18/02 Date Expires: Rescinded 12/19/16 MM16-08
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. 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. 00-02 SUBJECT: Computer Software Contract Language
Date Issued: 03/17/00 Date Expires: When rescinded
Agency: DGS   No. of Originals: 3

1999 Management Memos

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

1998 Management Memos

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: Rescinded 12/19/16 MM16-08 Material online
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: Rescinded 12/19/16 MM16-08  See SCM for current information
Agency: DGS   No. of Originals: 4

1997 Management Memos

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

1996 Management Memos

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

1995 Management Memos

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