SAM Management Memos 1995 through 2008 *Note: The…

                   SAM Management Memos 1995 through 2008


*Note: The following is information on Past and Present Management Memos that
are Active, Revised, Rescinded, Superseded, Expired, or incorporated into the SAM.
For questions regarding the MM's, please contact the person directed to in the MM
then the SAM Unit if needed.

2008 Management Memos:

MM 08-06 Subject: State Motor Vehicle Insurance Account 2008/09 FY Premium
Assessment
*Supersedes MM 07-05, Active Until 04/28/09

MM 08-05 Subject: Increases to the Dollar Threshold Levels for Conducting Informal
Solicitations and for Using Specific Leveraged Procurement Agreements
*Supersedes MM 07-10, Active Until Rescinded

MM 08-04 Subject: Minimum Fuel Economy Standards Policy
*Active Until Rescinded, References MM No. 06-03

MM 08-03 Subject: Disabled Veteran Business Enterprise (DVBE) Incentive Program
for Public Works Construction, Service, Leasing, Materials Testing and Related
Contracts.
*Active Until Rescinded

MM 08-02 Subject: Restructure of SAM 4840-4845, Creation of New SAM Sections
5300-5399, Revised Forms and Instructions
*Active Until Rescinded

MM No. 08-01 Subject: Asbestos Notification to Employees
*Active until 01-01-09, Supersedes MM No. 07-01

2007 Management Memos:

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.
*Expires 12/10/08

MM No. 07-09 Subject: Removal of Confidential, Sensitive or Personal Information
from State-Owned Surplus Personal Property and State-Owned Surplus Vehicles
*Active until Rescinded

MM No. 07-08 Subject: Commercial Rental Car Forms of Payment
*Active Until Rescinded, References made to MM 06-02

MM No. 07-07 Subject: State of California Travel Agency Agreement
*Expires 06/30/08, Supersedes MM 06-09
                   SAM Management Memos 1995 through 2008



MM No. 07-06 Subject: Contracts for Printing
*Active until Rescinded

MM No. 07-05 Subject: State Motor Vehicle Insurance Account 2007/08 FY Premium
Assessment
*Expires 03/06/08, Supersedes MM 06/04

MM No. 07-04 Subject: Guidelines Regarding Follow-on Contracts: Policy and
Review Process
*Active until Rescinded, Supersedes MM 03-19

MM No. 07-03 Subject: Policies and Procedures for Automated External Defibrillators
(AED) in State-Owned and Leased Facilities
*Expires 02/06/08

MM No. 07-02 Subject: Uniform Standards for Information Technology procurement
*Expired 01/05/08 and incorporated into SAM Section 5230.


MM No. 07-01 Subject: Asbestos Notification to Employees
*Expired 01/02/08, Superseded by MM No. 08-01

2006 Management Memos:

MM No. 06-14 Subject: Financed Agreements for Tangible Assets
*Expired 09/08/07, Supersedes MM's 99-12 & 98-06

MM No. 06-13 Subject: State Agency Obligations under the Sweat Free Code of
Conduct
*Active until Rescinded

MM No. 06-12 Subject: Protection of Information Assets
*Active until Rescinded

MM No. 06-11 Subject: Discount Airfares for Official State Business
*Expired 06/30/07 (no new information), Supersedes MM05-15

MM No. 06-10 Subject: Management of Personal Communications Devices
*Expired 07/20/07 (no new information), Supersedes MM04-10

MM No. 06-09 Subject: Travel Agency Agreement
*Supersedes MM 05-07, Superseded by MM No. 07-07

MM No. 06-08 Subject: Carpet Purchases to Meet Environmentally Preferable Criteria
*Expired 05/15/07 (no new information)
                   SAM Management Memos 1995 through 2008



MM No. 06-07 Subject: Revised Vehicle Acquisition Request Form-OFA 160
*Supersedes MM No. 03-18, Expired 01/31/07 (no new information)

MM No. 06-06 Subject: State Vehicle Utilization Standards
*Expired 01/31/07 (no new information)

MM No. 06-05 Subject: State-Owned and Leased Motor Vehicle Report
*Supersedes MM No. 04-22, Expired 011/15/07, (no new information)

MM No. 06-04 Subject: State Motor Vehicle Insurance Account 2006/07 FY Premium
Assessment
*Superseds MM05-05, Superseded by MM No. 07-05

MM No. 06-03 Subject: Vehicle Purchase and Lease Policy
*Active until rescinded, Supersedes MM No. 04-20

MM No. 06-02 Subject: 2006 Commercial Car Rental Contracts
*Supersedes MM No. 05-01, Expires 12/31/08

MM No. 06-01 Subject: Asbestos Notification to Employees
*Expired 01/02/07, Superseded by MM No. 07-01

2005 Management Memos:

MM No. 05-18 Subject: Utilization of State Owned or State Leased Facilities by State
Agencies
*Active until Rescinded

MM No. 05-17 Subject: Assessments Levied by Local Government Agencies
*Active until Rescinded, Supersedes MM 04-18

MM No. 05-16 Subject: Guidance for Proper Management of Florescent Lamps by
State Agencies
*Expired 10/19/06 (even though the date is expired, the information in the memo is
good policy and should be adhered)

MM No. 05-15 Subject: Discount Airfares for Official State Business
*Supersedes MM05-10, Superseded by MM 06-11

MM No. 05-14 Subject: Procedures for Energy Management in State Buildings during
Normal Operations and Electrical Emergencies
*Active until Superseded, Supersedes MM No. 4-11

MM No. 05-13 Subject: Requirements for Reconciling the State's Motor Vehicle and
General Use Mobile Equipment Inventory
                   SAM Management Memos 1995 through 2008


*Expired 08/10/86 (no new information)

MM No. 05-12 Subject: Official State of California Fuel Card US Bank Voyager Fleet
Systems Inc.
*Expired 07/21/05 (no new information), Supersedes MM No. 03-15

MM No. 05-11 Subject: Requirements for the use of Strategically Sourced Statewide
Contracts
*Active until Rescinded

MM No. 05-10 Subject: Discount Airfares for Official State Business
*Supersedes MM No. 04-19, Superseded by 05-15,

MM No. 05-09 Subject: General Services Charge Card (GS971)
*Expired 06/14/06 (no new information)

MM No. 05-08 Subject: Requirements for the new Acquisition or Replacement of
Motor Vehicles and General use Mobile Equipment
*Expired 05/16/06 (no new information)

MM No. 05-07 Subject: Travel Agency Agreement
*Supersedes MM No. 04-12, Superseded by MM No. 06-09

MM No. 05-06 Subject: American Express Travel Payment System Contract Extension
* Expired 01/31/06 (no new information), Supersedes MM No. 04-04,

MM No. 05-05 Subject: State Motor Vehicle Insurance Account 2005/06 FY Premium
Assessment
*Supersedes MM No. 04-13, Superseded by MM No. 06-04

MM No. 05-04 Subject: Medical Services Contract
*Expired 01/26/06, Supersedes MM No. 03-10 attachment D, Item 2 only

MM No. 05-03 Subject: New Requirements for Commercially Useful Function
Affecting Small, Micro, and Disabled Veteran Business Enterprises
*Expired 01/18/06 (no new information)

MM No. 05-02 Subject: Asbestos Notification to Employees
*Supersedes MM No. 04-01, Superseded by MM No. 06-01

MM No. 05-01 Subject: 2005 Commercial Car Rental Contracts
*Supersedes MM No. 04-02, Superseded by MM No. 06-02

2004 Management Memos:

MM No. 04-22 Subject: State-Owned or leased Motor Vehicles
                   SAM Management Memos 1995 through 2008


*Superseded by MM No. 06-05

MM No. 04-21 Subject: Out-of-State Travel
*Expired 07/28/05, SAM Section 0760-0765 amended

MM No. 04-20 Subject: Vehicle Purchase and Lease Policy
*Supersedes MM No. 02-21, Superseded by MM No. 06-03

MM No. 04-19 Subject: Discount Airfares for Official State Business
*Supersedes MM No. 03-13 and 03-17, Superseded by MM No. 05-10 and 05-15

MM No. 04-18 Subject: Assessments Levied by Local Government Agencies
*Superseded by MM No. 05-17

MM No. 04-17 Subject: Department of General Services Building Occupancy
*Expired 06/24/05, SAM Section 1300 amended

MM No. 04-16 Subject: Preventive Maintenance of State Vehicles
*Expired 06/30/05 (even though the date is expired, the information in the memo is
good policy and should be adhered)



MM No. 04-15 Subject: State First Aid (FA) / Cardiopulmonary Resuscitation (CPR)
Training Program
*Expired 06/01/05 (even though the date is expired, the information in the memo is
good policy and should be adhered)

MM No. 04-14 Subject: State Payment Card Act (AB1374)
*Expired 05/24/05 (no new information), Supersedes MM No. 02-10

MM No. 04-13 Subject: State Motor Vehicle Insurance Account 2004/05 FY Premium
Assessment
*Supersedes MM No. 03-07, Superseded by MM No. 05-05

MM No. 04-12 Subject: Travel Agency Agreement
*Supersedes MM No. 03-11, Superseded by MM No. 05-07

MM No. 04-11 Subject: Electrical Emergency Communication System
*Supersedes MM No. 03-14, Superseded by MM No. 05-14

MM No. 04-10 Subject: Management of Personal Communications Devices (PDCs)
*Superseded by MM No. 06-10

MM No. 04-09 Subject: Guidelines Regarding Follow-on Contracts: Policy and Review
Process
                    SAM Management Memos 1995 through 2008


*Supersedes MM No. 03-19, Superseded by MM No. 07-04

MM No. 04-08 Subject: State Telecommunications Vision, Strategy and Policy
*Active until Superseded, Supersedes MM No. 97-01

MM No. 04-07 Revision 1 Subject: Smoking Prohibitions in or Near DGS Controlled
Space and Vehicles
*Active until Rescinded, Supersedes MM No. 00-08

MM No. 04-06 Subject: Cal-Card: Purchase Card Program
*Expired 01/26/05 (no new information), Supersedes MM No. 03-12

MM No. 04-05 Subject: Software Management Policy Reporting Requirements
*Expired 03/30/04, SAM Section 4846.2 amended

MM No. 04-04 Subject: American Express Travel Payment System Contract Extension
*Supersedes MM No. 02-01, Superseded by MM No. 05-06

MM No. 04-03 Subject: Motor Vehicle Liability Self-Insurance Program
*Expired 12/31/04, SAM Section 2420 amended

MM No. 04-02 Subject: Commercial Car Rental Contracts
*Supersedes MM No. 03-06, Superseded by MM No. 05-01
MM No. 04-01 Subject: Asbestos Notification to Employees
*Supersedes MM No. 03-02, Superseded by MM No. 05-02

2003 Management Memos:

MM No. 03-19 Subject: Guidelines Regarding Follow-On Contracts: Policy and
Review Process
*Superseded by MM No. 04-09

MM No. 03-18 Subject: Acquisition of State Vehicles
*Expired 10/01/03 (no new information), References MM No. 02-21

MM No. 03-17 Subject: State to State/International Airfares for Official State Business
*Superseded by MM No. 04-19

MM No. 03-16 Subject: Reporting Work Related Fatalities and Serious Injuries
*Active until Rescinded

MM No. 03-15 Subject: Official State of California Fuel Card Voyager Fleet Systems
Inc.
*Replaces MM No. 02-13, Superseded by MM No. 05-12
                   SAM Management Memos 1995 through 2008

MM No. 03-14 Subject: Comprehensive Energy Management in State Facilities during
Electrical Emergencies
*Supersedes MM No. 01-05, Superseded by MM No. 04-11

MM No. 03-13 Subject: Discount Airfares for Official Business
*Supersedes MM No. 02-15, Superseded by MM No. 04-19

MM No. 03-12 Subject: Cal-Card: Purchase Card Program
*Supersedes MM No. 99-02, Superseded by MM No. 04-06

MM No. 03-11 Subject: Travel Agency Agreement
*Supersedes MM No. 02-14, Superseded by MM No. 04-12

MM No. 03-10 Subject: Requirements for the use of California Multiple Award
Schedules (CMAS), Master Agreements, and Non-Competitive Bid Contracts
*Retired effective 01/07/08, All pertinent information currently resides in the State
Contracting Manual Volumes 1, 2, and 3. Supersedes MM No. 02-19 Revision 3 and
Attachments

MM No. 03-09 Subject: State Contract and Procurement Registration System (SCPRS)
*Active until Revoked

MM No. 03-08 Subject: Alternative Formats
*Active until Rescinded
MM No. 03-07 Subject: Motor Vehicle Insurance Account 2003/2004 Fiscal Year
Assessment
*Supersedes MM No. 02-11, Superseded by MM No. 04-13

MM No. 03-06 Subject: Commercial Car Rental Contracts
*Supersedes MM No. 03-01, Superseded by 04-02

MM No. 03-05 Subject: Guidelines for Information Technology Procurement Plans
(ITPP)
*Active Until Rescinded, Reference MM No. 02-20

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
*Active Until Rescinded

MM No. 03-03 Subject: Motor Vehicle Accident Reporting
*Active Until Superseded, Modifies MM No. 02-04

MM No. 03-02 Subject: Asbestos Notification to Employees
*Supersedes MM No. 02-03, Superseded by MM No. 04-01
                   SAM Management Memos 1995 through 2008

MM No. 03-01 Subject: Commercial Car Rental Contracts
*Supersedes MM No. 02-17, Superseded by MM No. 03-06

2002 Management Memos:

MM No. 02-22 Subject: Procuring Printing Services
*Active, No Expiration, Supersedes MM No. 01-20

MM No. 02-21 Subject: Vehicle Purchase Policy
*Supersedes MM No. 00-09, Superseded by MM No. 04-20

MM No. 02-20 Subject: Statewide Information Technology Policy, Instructions, and
Guidelines
*Supersedes MM No's. 98-02, 98-11, 98-13, 00-11, 01-06, 01-10, 01-15, 02-05, 02-06,
02-07, 02-08, & 02-16. Expired 10/01/04 (References SAM Chapters 4800 and 6700)

MM No. 02-19, Revision 3 Subject: Guidelines for the use of California Multiple
Award Schedules (CMAS), Master Agreements, and Non-Competitively Bid Contracts
*Supersedes MM No. 02-19 Revision 2 and Addenda, Superseded by MM No. 03-10

MM No. 02-19, Revision 2 Subject: Guidelines for the use of California Multiple
Award Schedules (CMAS), Master Agreements, and Non-Competitively Bid Contracts
*Supersedes MM No. 02-19 and Addenda, Superseded by MM No. 02-19 Revision 3

MM No. 02-19, Revision 1 Subject: Guidelines for the use of California Multiple
Award Schedules (CMAS), Master Agreements, and Non-Competitively Bid Contracts
*Supersedes MM No. 02-19 and Addenda, Superseded by MM 02-19, Revision 2

MM No. 02-19 Subject: Guidelines for the use of California Multiple Award Schedules
(CMAS), Master Agreements, and Non-Competitively Bid Contracts
*Supersedes MM No. 02-12 and Addenda, Superseded by MM No. 02-19, Revision 1

MM No. 02-18 Subject: Cancellation of Oracle Enterprise License Agreement
*Active No Expiration, Supersedes MM No. 01-19

MM No. 02-17 Subject: Commercial Car Rental Contracts
*Supersedes MM No. 01-25, Superseded by MM No. 03-01

MM No. 02-16 Subject: Interim Information Technology Project Approval, Oversight
and Security Requirements
*Supersedes MM No. 01-23, Superseded by MM No. 02-20

MM No. 02-15 Subject: Discount Airfares for Official Business
*Supersedes MM No. 01-08, Superseded by MM No. 03-13

MM No. 02-14 Subject: Travel Agency Agreement
                   SAM Management Memos 1995 through 2008


*Supersedes MM No. 01-11, Superseded by MM No. 03-11

MM No. 02-13 Subject: California Official State Fuel Card Voyager Fleet Systems Inc.
*Supersedes MM No. 98-08 & 01-09, Superseded by MM No. 03-15

MM No. 02-12, Addendum #2 Subject: Restrictions Regarding use of CMAS, Master
Services Agreements, and Non-Competitively Bid Contracts during Interim Review
Period. Amendments to Competitively Bid Contracts; Modifications to Attachments
A & B and D
*Superseded by MM No. 02-19

MM No. 02-12 Subject: Restrictions Regarding use of CMAS, Master Services
Agreements, and Non-Competitively Bid Contracts during Interim Review Period
*Superseded by MM No. 02-12, Addendum #2

MM No. 02-11 Subject: Vehicle Self-Insurance Assessment 2002/2003 Fiscal Year
*Supersedes MM No. 01-12, Superseded by MM No. 03-07

MM No. 02-10 Subject: State Payment Card Act (AB1374)
*Supersedes MM No. 00-10& 01-26, Superseded by MM No. 04-14

MM No. 02-09 Subject: Statewide Emergency Communication Protocol for State
Facilities and State Employees
*Active Until Superseded (no new information)
MM No. 02-08 Subject: Maintenance and Operation Policy
*Dept. of Information Technology (DOIT) Disbanded, Superseded by MM
No. 02-20

MM No. 02-07 (Revised) Subject: Security and risk Management Policy
*Superseded by MM No. 02-20

MM No. 02-06 (Revised) Subject: Information Technology Infrastructure Policy
*Superseded by MM No. 02-20

MM No. 02-05 (Revised) Subject: Information Technology Accessibility Policy
*Superseded by MM No. 02-20

MM No. 02-04 Subject: Motor Vehicle Accident Reporting and Investigations
*Supersedes MM No. 98-18, Modified in MM No. 03-03

MM No. 02-03 Subject: Asbestos Notification to Employees
*Supersedes MM No. 01-03, Superseded by MM No. 03-02

MM No. 02-02 Subject: Vehicle Replacement Policy
*Active Until Rescinded (no new information)
                  SAM Management Memos 1995 through 2008

MM No. 02-01 Subject: American Express Travel Payment System
*Supersedes MM No. 01-02, Superseded by MM No. 04-04

2001 Management Memos:

MM No. 01-26 Subject: State Payment Card Act (AB1374)
*Supersedes MM No. 00-10, Superseded by MM No. 02-10

MM No. 01-25 Subject: Commercial Car Rental Contracts
*Supersedes MM No. 00-12, Superseded by MM No. 02-17

MM No. 01-24 Subject: Hiring Freeze Guidelines
*References MM No. 01-21, Expired 06/30/03 (no new information)

MM No. 01-23 Subject: IT Project Submittal and Approval Policy
*References MM No. 98-12, Superseded by MM No. 02-16

MM No. 01-22 Subject: Re-Refined Oil
*Active Until Rescinded

MM No. 01-21 Subject: Hiring Freeze
*Referenced in MM No. 01-24, Superseded by MM No. 01-24


MM No. 01-20 Subject: Printing as a Personal Service
*Superseded by MM No. 02-22

MM No. 01-19 Subject: Oracle Enterprise License Agreement
*Superseded by MM No. 02-18

MM No. 01-18 Subject: Location of State Owned and Leased Offices
*Active until Rescinded or Superseded

MM No. 01-17 Subject: Energy Management Business Continuity Planning and Stage 3
Readiness Policy
*Active Until Rescinded

MM No. 01-16 Subject: State Agency Requirements Regarding Preventive Energy
Management
*References MM No. 01-05, Active Until Rescinded

MM No. 01-15 Subject: IT Project Related Communications with the Legislative
Analyst's Office
*Superseded by MM No. 02-20

MM No. 01-14 Subject: Procurement of Energy Efficient Products
                   SAM Management Memos 1995 through 2008


*Active Until Rescinded or Superseded

MM No. 01-13 Subject: Information Technology Communication and Conservation
Plan for Energy Management
*References MM No's 01-05 & 00-11, Active Until Rescinded

MM No. 01-12 Subject: Vehicle Self-Insurance Assessment 2001/2002 Fiscal Year
*Supersedes MM No. 00-03, Superseded by MM No. 02-11

MM No. 01-11 Subject: Travel Agency Agreement
*Supersedes MM No. 99-17, Superseded by MM No. 02-14

MM No. 01-10 Subject: California Software Management Policy
*Superseded by MM No. 02-20

MM No. 01-09 Subject: California Official State Fuel Card Voyager Fleet Systems Inc.
*References MM No. 98-08, Superseded by MM No. 02-13

MM No. 01-08 Subject: Discount Airfares for Official Business
*References/Supersedes MM No. 00-04, Superseded by MM No. 02-15

MM No. 01-07 Subject: Implementation of Required Employee Benefits in Specified
Personal Services Contracts
*Rescinded MM No. 00-07, Active No Expiration
MM No. 01-06 Subject: Information Technology Acquisition Planning Policy
*Superseded by MM No. 02-20

MM No. 01-05 Subject: Comprehensive Energy Management in State Facilities during
Electrical Emergencies
*Supersedes MM No's 99-13, 00-06, 00-13, & 01-01, Superseded by MM No. 03-14

MM No. 01-04 Subject: Capitol Building Damage Recovery Claim
*Expired 02/20/02 (no new information)

MM No. 01-03 Subject: Asbestos Notification to Employees
*Supersedes MM No. 00-01, Superseded by MM No. 02-03

MM No. 01-02 Subject: American Express Travel Payment System
*Supersedes MM No. 99-03, Superseded by MM No. 02-01

MM No. 01-01 Subject: State Agency Response to Caiso Stage Three Electricity
Emergencies
*References MM No's 00-06 & 00-13, Superseded by MM No. 01-05

2000 Management Memos:
                   SAM Management Memos 1995 through 2008

MM No. 00-15 Subject: Changes in Contracting Processes for Service Contracts and
Consulting Services Contracts
*Active No Expiration

MM No. 00-14 Subject: Privacy Policy
*Active Until Rescinded or Superseded

MM No. 00-13 Subject: Energy Management in State Facilities during Wintertime
Electrical Emergencies
*Supplemental to MM No's 99-13 & 00-06, Referenced in MM No. 01-01,
Superseded by MM No. 01-05

MM No. 00-12 Subject: Commercial Car Rental Contracts
*Supersedes MM No. 99-16, Superseded by MM No. 01-25

MM No. 00-11 Subject: Information Technology Oversight Policy
*Superseded by MM No. 02-20

MM No. 00-10 Subject: State Payment Card Act (AB 1374)
*Supersedes MM No. 99-15, Superseded by MM No. 01-26 & 02-10

MM No. 00-09 Subject: Vehicle Purchase Policy
*Superseded by MM No. 02-21

MM No. 00-08 Subject: Ban on Smoking in State-Owned or Leased Space
*Supersedes MM No. 93-30, Superseded by MM No. 04-07

MM No. 00-07 Subject: Implementation of Required Employee Benefits in Specified
Personal Services Contracts
*Superseded by MM No. 01-07

MM No. 00-06 Subject: Energy Management in State Facilities during Electrical
Emergencies
*Supplemental to MM No. 99-13, Referenced in MM No. 01-01, Superseded by MM
No. 01-05

MM No. 00-05 Subject: California Official State Fuel Card Voyager Fleet Systems Inc.
*References MM No. 98-08, Superseded by MM No. 01-09

MM No. 00-04 Subject: Discount Airfares for Official Business
*References MM No. 99-05, Superseded by MM No. 01-08

MM No. 00-03 Subject: Vehicle Self-Insurance Rates 2000/2001 Fiscal Year
*Supersedes MM No. 99-07, Superseded by MM No. 01-12

MM No. 00-02 Subject: Computer Software Contract Language
                   SAM Management Memos 1995 through 2008


*Active Until Rescinded

MM No. 00-01 Subject: Asbestos Notification to Employees
*Superseded by MM No. 01-03

1999 Management Memos:

MM No. 99-13 Subject: Energy Management in State Facilities
*Superseded by MM No. 01-05

1998 Management Memos:

MM No. 98-14 Subject: Glove Box Directory of Approved Auto Repair Facilities
*Active Until Rescinded

MM No. 98-04 Subject: Minority and Women Business Enterprise Participation
Requirements for State Contracting
*Active Until Rescinded

1996 Management Memos:

MM No. 96-20 Subject: Costs for Administration of Collective Bargaining Litigation,
and Arbitration
*Active Indefinitely
1995 Management Memos:

MM No. 95-20 Subject: Expenditure Authorization Controls
*Active Until Superseded, Supersedes MM No. 93-09

MM No. 95-17 Subject: Personal Leave Program
*Active Indefinitely