CalHHS Data Knowledge Base
CalHHS Open Data PortalCalHHS Geoportal
  • Data Knowledge Base
  • Data Sharing
    • Revision History
    • Data Sharing Guidebook
    • Lessons Learned
    • Data Sharing Plays
      • Play 1: Sharing Metrics
      • Play 2: Identify
      • Play 3: Business Case
      • Play 4: Prioritize
      • Play 5: Metadata
      • Play 6: Describe
      • Play 7: Promote
      • Play 8: Prepare
    • Data Element Definitions
    • Application Program Interfaces
    • Additional Training and Reference Materials
    • Business Case Creation
      • Determining Goals and Strategy
      • Implementation Details
      • Evaluating Outcomes & Impacts
      • Communicating Your Results
  • Data De-Identification
    • Revision History
    • 1. Purpose
    • 2. Background
    • 3. Scope
    • 4. Statistical De-Identification
      • 4.1 Personal Characteristics of Individuals
      • 4.2 Numerator - Denominator Condition
      • 4.3 Assess Potential Risk
      • 4.4 Statistical Masking
      • 4.5 Legal Review
      • 4.6 Departmental Release Procedure for De-Identified Data
    • 5. Types of Reporting
      • 5.1 Variables
      • 5.2 Survey Data
      • 5.3 Budgets and Fiscal Estimates
      • 5.4 Facilities, Service Locations and Providers
      • 5.5 Mandated Reporting
    • 6. Justification of Thresholds Identified
      • 6.2 Assessing Potential Risk – Publication Scoring Criteria
      • 6.3 Assessing Potential Risk – Alternate Methods
      • 6.4 Statistical Masking
    • 7. Approval Process
    • 8. DDG Governance
    • 9. Publicly Available Data
    • 10. Development Process
    • 11. Legal Framework
    • 12. Abbreviations and Acronyms
    • 13. Definitions
    • 14. References
    • Appendix A: Expert Determination Template
    • Appendix B: 2015 HIPAA Reassessment Results
    • Appendix C: State and County Population Projections
  • Open Data Handbook
    • Revision History
    • Open Data: Purpose
    • Disclosure
    • Governance
    • Guidelines
    • Use
  • Appendix
    • Glossary and Acronyms
    • Data Tools
    • Data Discovery Sessions
    • Data Sharing Benefits
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  1. Data Sharing

Data Sharing Guidebook

PreviousRevision HistoryNextLessons Learned

Last updated 4 months ago

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Introducing the CalHHS Data-Sharing Guidebook

Data is a core facilitator for the California Health and Human Services (CalHHS) vision of:

“… a connected network of state, local, and community providers, an ecosystem of coordinated services, and the secure, appropriate use of comprehensive demographic, socioeconomic, encounter, and outcomes data to generate insights that drive equitable policies, programs, and service delivery.” –

With over 33,000 employees, we at CHHS make up the largest agency under California’s executive branch. Our 13 departments collectively have access to an unprecedented amount of data -- it is our mission to use this data to improve the programs and services we deliver to our clients, amplify the impact of the data reports we create, and to create an organizational culture that is focused on data-driven decision making.

Realizing this vision requires data flow across the Agency’s departments and partner organizations. The CalHHS Data-Sharing Guidebook’s purpose is to be an asset that is broadly applicable to departments with various levels of data-sharing capabilities and experience. The diagram below provides the CalHHS Data-Sharing Guidebook’s purpose in California’s data- sharing ecosystem.

The Guide is composed of two sections:

  • The Business Use Case Proposal Lessons Learned summarizes the learnings from data-sharing experts who participated in the discovery sessions used to create this Guide.

  • The Data-Sharing Plays provide how-to guidance to implement capabilities that help establish data-sharing agreements and deliver meaningful data.

The Guide is a supplement to existing data-sharing assets, including:

  • Department-level data-sharing assets

The Guidebook is shared with you and your Department so you can use its content to supplement existing department data-sharing processes and training materials.

The Guidebook’s primary audience is data coordinators and data management teams that create data-sharing agreements, fulfill data requests, and consume shared data. The Guidebook’s Data-Sharing Plays also benefit your department’s data analyst, application development and security teams.

State of California

The CalHHS

Interagency Data Exchange Agreement (IDEA) Guidebook
Data Playbook
CalHHS IT & Data Strategic Plan, March 2024
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