Interagency Data Exchange (IDEA) Guidebook

Version 1.2 | Last Updated Aug 24, 2022

The Interagency Data Exchange Agreement is managed by the Statewide Chief Data Officer who sits within the Office of Data and Innovation

Introduction

This guidebook is designed to help you use the Interagency Data Exchange Agreement (IDEA). IDEA is an umbrella Memorandum of Understanding (MOU) that is intended to facilitate data exchange between state entities in California.

The IDEA consists of two parts:

1. one single master agreement with general legal boilerplate language and

2. smaller subordinate agreements for instances of data exchange called “Business Use Case Proposals (BUCP)”, containing specific information such as data type, intended use, etc.

The master agreement combined with a BUCP will form the complete standardized legally compliant data sharing agreement.

The concept is like the procurement model provided by the California Multiple Award Schedules (CMAS). Vendors sign onto a general master agreement (CMAS) and then state entities produce smaller and more detailed Requests for Offers (RFOs). Both parts together form the complete contract.

Version Notes

Version	Date	Name	Notes
1.0	2021.06.24	Joy Bonaguro	Initial release of guidebook
1.1	2021.08.05	Joy Bonaguro	Added new FAQ on fund transfers
1.2	2022.08.24	Joy Bonaguro	Gitbook version release, adding and organizing FAQs, adding resources