Interagency Data Exchange (IDEA) Guidebook

Version 1.2 | Last Updated Aug 24, 2022

At a glance

Use this guidebook to help your department develop a data sharing agreement under IDEA. This guidebook and supporting resources are also available in the "Interagency Data Exchange (IDEA)” channel in the CalData MS Teams site. Join the channel by completing this form (California State employees only).


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. 1.
    one single master agreement with general legal boilerplate language and
  2. 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.
Please send any feedback on this guidebook or any of our other materials via our IDEA Feedback Form.

Version Notes

Joy Bonaguro
Initial release of guidebook
Joy Bonaguro
Added new FAQ on fund transfers
Joy Bonaguro
Gitbook version release, adding and organizing FAQs, adding resources