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Chapter 1 - Introduction

0001     PURPOSE AND CONTACTS
(Revised 09/02)
 
The SAM is a reference source to statewide management policy.  A list of the authoring department and the contact telephone number for each SAM section is contained in SAM Section 0030.  Telephone the program contact person directly to: (1) request Internet information, (2) request listed publications, and (3) for content questions about SAM sections.  If you have additional questions or comments regarding the SAM,  telephone the SAM Unit, at (916) 327-8908, CALNET 467-8908.  You can also forward comments through Internet at: http//www.osp.dgs.ca.gov/Feedback/Feeback+form.htm
0005     AUTHORITY
(Revised 09/02)
 
The SAM was created in 1953 by the Department of Finance (DOF) to provide management communication among state departments.  On July 31, 1990, SAM responsibility was officially transferred from DOF to the Department of General Services (DGS).  Presently, this program is located within, DGS' Office of State Publishing (OSP), Administrative/SAM Unit.  The DGS is delegated the responsibility of developing and providing a centralization of business management functions and services of the state.  The SAM communicates major policy related to this responsibility.
0010     ACCESS TO SAM 
(Revised 09/02)
 
Paper SAM
 
Contact the SAM Unit for information on how to purchase a paper SAM and subscription to SAM revisions. 
 
SAM at Libraries
 
The State Library Government Publications Desk (located within Sacramento) and Complete Depository Libraries (located within metropolitan areas of California) have paper copies of SAM that are available for public use. Contact the SAM Unit for library addresses.
 
SAM on Internet
 
The SAM is available free on the Internet at: http://www.dgs.ca.gov/. Its query
feature can help locate SAM topics.
0015     SAM ARRANGEMENT 
(Revised 09/02)
 
The SAM contains the following major parts:
 
SAM Revision Log (OSP 120).  This is a SAM revision package log.

Foreword.  Contains opening statement by DGS Executive Director.

Table of Contents.  Lists all chapters and sub chapters.

SAM Subject Index.  Assists in locating SAM topics.

SAM Chapters.   Each chapter is listed in the Table of Contents.
0020     REVISING SAM
(Revised 09/02)
 
Responsibility for Revising SAM
 
Responsibility for updating SAM content is assigned to authoring state departments.  The SAM Section 0030 lists authoring departments for each SAM section and provides telephone numbers of individuals who can direct SAM Users to authors to assist with content information.  The departmental director or his/her designee is responsible for certifying that any revisions to their SAM sections are legal and consistent with overall state policies. 
 
Anyone can recommend revisions to SAM.  To recommend SAM revisions, contact the author's office listed in SAM Section 0030 or contact the SAM Unit.  When the author determines that SAM revisions are necessary, the SAM Unit can provide process information and timetables.  The author may designate an author contact to write and coordinate revisions through the SAM Unit.
 
SAM Revision Packages
 
Revisions to SAM are distributed to agencies via a revision package issued by the DGS Executive Director.  Contact the SAM Unit to inquire about SAM revision dates.  SAM revision packages contain the following information:
  1. Cover and Back Sheets. These sheets contain the mailing label and identify the revision package.
     
  2. Cover Letter. Transmits general information about the revision package.
     
  3. Revision Summary. This document contains a summary of the revisions to each SAM chapter being revised.
     
  4. Revision Sequence Instructions. This document contains manual updating instructions. It explains the location and number of pages to be removed and inserted.
     
  5. New and Revised SAM Pages. Each new and revised page of SAM is provided in numerical order. Page numbers reflect the first section of each page.
Often, the margin on revised pages contains vertical and horizontal bars. Vertical bars on pages indicate additions or overall changes, and horizontal bars indicate deletions. Revised pages in chapter rewrites do not contain bars. Section and subsection titles in the text are followed by information indicating whether the section is new, revised, or renumbered.

0025    MANAGEMENT MEMOS
(Revised 09/02)

The Governor's Office, Department of Finance, Department of General Services, and the Department of Personnel Administration issue SAM Management Memos to disseminate information directly related to SAM requiring immediate attention.  A Management Memo is signed by the issuing departmental director.  Generally, Management Memos expire within 12 months from the issue date.  Management Memos are distributed to SAM subscribers and departmental headquarters offices.  Active Management Memos may be accessed on the Internet at: http://www.dgs.ca.gov/.

A department which wants to develop a Management Memo should contact the SAM Unit to ensure that the Management Memo process is the appropriate communications vehicle.  The SAM Unit can consult in the Management Memo process and alternative processes.
0030     SAM PUBLICATIONS AND CONTACTS
(Revised 03/08)
 
The following chart lists publications cited in SAM which are available through the program. Telephone the program contact person directly to: (1) request Internet information, (2) request listed publications, and (3) for content questions about SAM sections.
 
 
0001-0030 Introduction
General Services, State Publishing
http://www.dgs.ca.gov/
State Administrative Manual (SAM)
SAM Management Memos
Joseph F. de la Guevara
(916) 327-8908
CALNET 467-8908
 
0100-0110 General
General Services, Administration Division 
Deputy Director
(916) 376-5024
 
0130-0170 General
Finance, Budget Operations Support
http://www.dof.ca.gov/
Linda Sebastiani
(916) 322-5540
 
0180 General
General Services, Administration Division 
Deputy Director
(916) 376-5024
 
0190-0192 General
State Personnel Board, Resources & Innovations Div.
Stephen G. Weyers
(916) 653-0790
CALNET 453-0730
 
0200-0211 Governor's Office
Governor's Office, Constituent Affairs
Audrey Zabala
(916) 323-7161
 
0400-0422.1 Exempt Personnel 
Personnel Administration, Exempt Section
Susan Tune
(916) 324-0435
 
0500-0550 Advertising
General Services
http://www.dgs.ca.gov/osp
Advertising Program Guidelines
Jacque Mooney
(916) 323-5098
CALNET 473-5098
 
0580 Advertising
General Services, State Publishing
http://www.dgs.ca.gov/osp  
Advertising Program Guidelines
Jacque Mooney
(916) 323-5098
CALNET 473-5098
 
0700-0750 Travel
Personnel Administration, Labor Relations
rayasbell@dpa.ca.gov  
Ray Asbell
(916) 324-0526
 
0751-0752 Travel
General Services, Risk & Insurance Management  
Debra Neisen
(916) 376-5313
 
0753-0780 Travel
Personnel Administration, Labor Relations
rayasbell@dpa.ca.gov   
Ray Asbell
(916) 324-0526
CALNET 454-9377
 
0900-0911 Grants
Governor's Office, Planning & Research  
Terry Roberts
(916) 445-0613
CALNET 485-0613
 
0912 Grants
Finance, Budget Operations Support  
Linda Sebastiani
(916) 322-5540
 
1070-1097 Processing Permits for Developmental Projects
Agency Closed in 2005... 
 
1100-1107 Statewide Planning
Governor's Office Planning & Research  
Terry Roberts
(916) 445-0613
CALNET 485-0613
 
1200-1233 Contracts
General Services, Legal Services
http://www.dgs.ca.gov/ols
State Contracting Manual
Kathleen Yates
(916) 376-5115
 
1300-1335.1 RESD-PMB
General Services, Project Management Branch
Customer Account Management Branch
(916) 376-1791
 
 1450-1450.2 RESD
General Services, Real Estate Services Division
http://www.dgs.ca.gov/
Select Divisions, then select RESD
Business Operations Policy & Procedures Branch
(916) 376-1850
 
1452-1452.4 RESD-PSD
General Services, RESD, PSD, & Design Services
http://www.dgs.ca.gov/RESD
Select Divisions, then select RESD.  Services Available from the PSD
Customer Account Management Branch
(916) 376-1791

1454-1454.3 RESD-PSD
General Services, Construction Services Branch 
http://www.dgs.ca.gov/
Select Divisions, then select  RESD-PSD
Customer Account Management Branch
(916) 376-1791
 
1456-1456.3 State Architect
General Services, State Architect, Regulation Services
http://www.dgs.ca.gov/dsa
Select Divisions, then select Division of State Architect
Calif. Accessibility Ref. Manual
Calif. State Structural Safety
Interpretive Manual
Class Size Reduction Workshop Manual
Field Act Cost Impact Study
Improving the Plan Check Process
Post Earthquake Damage Evaluation and
Reporting Procedures
State Historical Building Code
Successful Plan Review Manual
Relocatable Classroom Approvals
Workshop Manual
Terri Stevenson
(916) 324-5964
 
1600-1654 Imaging & Records Management
General Services, Office of State Publishing, CalRIM
http://www.dgs.ca.gov/pd
Ramona Gutierrez
(916) 322-1728
 
1661-1695 Imaging & Records Management
General Services, Office of State Publishing, CalRIM
http://www.dgs.ca.gov/pd
Records Retention Handbook
Addendum to Records Retention Handbook
Ramona Gutierrez
(916) 322-1728

1700-1750 Forms Management
General Services, Office of State Publishing
http://www.dgs.ca.gov/osp
Forms Management Handbook
Addendum to Forms Management Handbook
Forms Design Handbook
Coy Granderson
(916) 323-0311
CALNET 473-0311
 
1900-1960 Waste Prevention and Recycling of Non-Hazardous Waste
Calif. Integrated Waste Mgt. Board, Recycling & Waste Management
http://www.ciwmb.ca.gov/
Trevor O'Shaughnessy
(916) 341-6203
  
2400-2440 Insurance & Surety Bonds
General Services, Risk & Insurance Management
http://www.dgs.ca.gov/orim
Kim Hunt
(916) 376-5271
 
2455-2464 Insurance & Surety Bonds
Justice,Tort Liability Unit  
Jana Ott
(916) 323-9495
CALNET 473-9415
 
2482 Insurance & Employee Fidelity Bonds
Finance, Office of State Audits and Evaluations
http://www.dof.ca.gov/
Jan Rosman
(916) 322-2985
Extention 3103
 
2580-2590.2 Worker's Comp.
Personnel Administration, Benefits
TracyCaldwell@DPA.CA.GOV   
Tracy Caldwell
(916) 445-9760
 
2591 Worker's Comp.
General Services, Buildings & Grounds
Customer Account Management Branch
(916) 376-1791
 
2800-2820 Publishing/Printing
General Services, State Publishing
http://www.dgs.ca.gov/osp
Guy Blair
(916) 323-0309
CALNET 473-0309
 
2825 Publishing/Printing
General Services,State Publishing
http://www.dgs.ca.gov/osp
Advertising Program Guidelines
Jacque Mooney
(916) 323-5098
CALNET 473-5098
 
2850-2865 Publishing/Printing
Prison Industry Authority, Marking Division  
Galen Baker
(916) 358-1764
CALNET 438-1734
 
2870-2880 Publishing/Printing
General Services, State Publishing
http://www.dgs.ca.gov/osp
Guy Blair
(916) 323-0309
CALNET 473-0309
 
3100-3140 Publications and Documents
California State Library 
briddle@library.ca.gov  
Bill Riddle
(916) 651-6799
 
3151 Publications and Documents
General Services, State Publishing
http://www.dgs.ca.gov/osp
Peggy Barker
(916) 327-1065
CALNET 485-5353
 
3160-3161 Publications and Documents
General Services, Procurement
http://www.dgs.ca.gov/pd
Dan McDonald
(916) 928-5807
 
3400-3440.20 Financed Acquisitions
General Services, Procurement
Patrick Mullen
(916) 375-4617
 
3500-3696.3 Purchases
General Services, Procurement
http://www.dgs.ca.gov/pd
Iris Ching
(916) 375-4588

3700-3760 Lease/Purchase Equipment
General Services, Procurement
http://www.dgs.ca.gov/pd
Patrick Mullen
(916) 375-4617
 
3800-3885 Transportation Management
General Services, Procurement
http://www.dgs.ca.gov/pd
Skip Ellsworth
(916) 375-4602
 
4100-4118 Transportation Services
General Services, Fleet Administration
Office of Fleet Administration State Fleet Handbook
Matt Pietralunga
(916) 323-8017
Matthew.Pietralunga@dgs.ca.gov   
 
4500-4555 Telecommunications
General Services,Telecom.
http://www.dgs.ca.gov/td
State Telecommunications Management Manual
RoseMarie Silva
(916) 657-9405
 
4700-4705 Merit Award Program 
Personnel Administration, Merit Award Bd.   
Marilyn Moran
(916) 324-0522
CALNET 454-0520
 
4800-5180 Information Technology 
Office of the State Chief Information Officer
Debbie Leibrock
(916) 324-1735
 
5200-5291 Information Technology
General Services, Procurement
http://www.dgs.ca.gov/pd
Iris Ching
(916) 375-4588
 
5300-5399 Information Security
Office of Information Security and Privacy Protection
Michael Saragosa, Undersecretary of State and Consumer Services Agency
(916) 653-4090
 
5901-5953 Information Technology
General Services, Office of Surplus Property and Reutilization
Ed McKendry
(714) 558-6448
 
6000-6680 Budgeting
Finance, Budget Operations Support 
diana.schmiegel@dof.ca.gov  
Diana Schmiegel
(916) 322-5540, ext. 2149
 
6700-6780 Budgeting-Information Technology 
Finance, Office of Information Technology Services and Consulting
Richard.Gillihan@dof.ca.gov  
Richard Gillihan
(916) 445-1777 ext. 3223 

6801-6899 Capital Outlay
Finance, Capital Outlay 
Theresa.Gunn@dof.ca.gov  
Theresa Gunn
(916) 445-9694, ext. 2243
 
6900-6965 Budgeting
Finance, Budget Operations Support 
Diana.Schmiegel@dof.ca.gov  
Diana Schmiegel
(916) 322-5540, ext. 2149
 
7110-8535 Accounting/Fiscal Procedures
Finance, Fiscal Systems and Consulting Unit  
fscuhotline@dof.ca.gov
FSCU Hot Line
(916) 324-0385
CALNET 454-0385
 
8536-8537 Accounting/Fiscal Procedures
Personnel Administration, Benefits
Shelby Wineinger
(916) 445-9760

8538-8778 Accounting/Fiscal Procedures
Finance, Fiscal Systems and Consulting Unit
fscuhotline@dof.ca.gov
FSCU Hot Line
(916) 324-0385
CALNET 454-0385
 
8780-8780.2 Accounting/Fiscal Procedures
Personnel Administration, Benefits
Shelby Wineinger
(916) 445-9760

8785-19464 Accounting/Fiscal Procedures
Finance, Fiscal Systems and Consulting Unit
fscuhotline@dof.ca.gov
FSCU Hot Line
(916) 324-0385
CALNET 454-0385
 
20000-20090 Auditing of State Agencies
Finance, Office of State Audits & Evaluations
Janet.Rosman@dof.ca.gov
Jan Rosman
(916) 322-2985 Extension 3103
CALNET 492-2985
 


 
Updated : 6/12/2007